Registered Client Associate

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

Job summary

UBS in Boston seeks a Client Service Specialist to educate clients on account services and capabilities within the Wealth Management team. You will input client information into financial planning tools, assist with reports for client meetings, and ensure documentation for new accounts is complete.

Strong communication and MS Office skills are essential in this on-site role. The role focuses on building relationships with clients, organizing materials for team events, and maintaining up-to-date

Qualifications

• 2+ years of experience in client service within the finance sector.
• Bachelor degree preferred, focusing on Finance.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and proficient in Microsoft Office Suite.

Responsibilities

• Educate clients on account services and capabilities.
• Input client information into the financial planning tools and Firm tools.
• Assist with the preparation of reports and other materials for client meetings.
• Ensure appropriate documentation is collated for new accounts and service request.
• Leverage communication 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.

Skills

Client service experience in finance

Excellent communicator

Detail oriented

MS Office proficiency

Education

Bachelor's degree in Finance

Job description

Your role

• Educate clients on account services and capabilities


• Input client information into the financial planning tools and Firm tools


• Assist with the preparation of reports and other materials for client meetings


• Ensure appropriate documentation is collated for new accounts and service request.


• Leverage communication 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.

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.

Job Type

Full Time

Job Reference #

342015BR

City

Boston

Your team

You'll be working with the Wealth Management team in Boston.

Your expertise

• ideally 2+ years of experience in client service, within the finance sector


• [bachelor degree preferred], focusing on Finance


• excellent communicator, with solid interpersonal skills


• detail oriented (nothing gets past you)


• proficient in Microsoft Office Suite

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

• United States - Massachusetts - Boston 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 we place collaboration 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.