Client Associate

UBS; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1–3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum.

Responsibilities include maintaining client information, educating clients on services, and preparing reports. A Bachelor’s degree in Finance or Economics is preferred, along with excellent communication skills and proficiency in Microsoft Office Suite.

Qualifications

• 1–3 years of experience in client service within the finance sector.
• Excellent communication and interpersonal skills.
• Detail‑oriented and thorough.

Responsibilities

• Keep management systems up‑to‑date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service experience

Communication skills

Attention to detail

Microsoft Office Suite proficiency

Education

Bachelor's degree in Finance or Economics

Job description

About the Role

We are looking for a Client Associate to support our wealth management team in Boston.

Responsibilities

• Keep management systems up‑to‑date with client information.
• Educate clients on account services and capabilities.
• Help with the preparation of reports and other materials for client meetings.
• Collect the right documentation for opening new accounts and service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.

Qualifications

• Ideally 1–3 years of experience in client service within the finance sector.
• Bachelor’s degree preferred, focusing on Finance or Economics.
• Excellent communication and interpersonal skills.
• Detail‑oriented and thorough.
• Proficient in Microsoft Office Suite.

Work Environment

You will be working closely with a wealth management team in the Boston office.

Salary & Benefits

The indicative gross base salary range for this full‑time role in Massachusetts, Boston is: USD 55,000 – USD 75,000 per annum. Additional variable compensation or awards may be provided at the company’s discretion. UBS offers a competitive benefits package; further details are available at ubs.com/employee-benefits.

Legal Compliance

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Equal Opportunity Statement

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.