Client Associate

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

Job summary

UBS in Peabody, MA is seeking a Client Associate to support Financial Advisors with client service and administrative tasks. You’ll educate clients on account services, input data into planning tools, and help prepare reports and materials for client meetings, ensuring documentation for new accounts and service requests.

You’ll join the Wealth Management team in Peabody, collaborating to enhance client relationships and manage calendars, logistics for events, and identify service opportunities.

Qualifications

• Maintain up-to-date client information in management systems.
• Educate clients on account services and capabilities.
• Organize logistics for team events and maintain marketing materials.
• Provide team with calendar detailing daily, weekly and monthly activities.
• Identify service opportunities for clients.

Responsibilities

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests.

Skills

Client relationships

Data management

Event logistics

Calendar management

Opportunity identification

Tools

Financial planning tools

Job description

Key Responsibilities

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests.

Job Type

Full Time

Job Reference #

343807BR

City

Peabody

Key Responsibilities

A Client Associate services clients and provides operational and administrative support to Financial Advisors.

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests.

It is unlawful in Massachusetts to require right 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.

The team

You’ll be working with Wealth Management team in Peabody.

Your Skills And Experience

• Leverage communications channels to enhance relationships with clients
• Maintain management systems with up to date client information
• Organize logistics for team marketing events and maintain marketing materials
• Provide team with calendar detailing daily, weekly and monthly activities
• Identify service opportunities for clients

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Massachusetts - Peabody min USD 55000 - max USD 75000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.