Registered Client Service Associate

UBS; Boston (MA); On-site; USD 72,500 - 80,000; Full time

Job summary

UBS in Boston is seeking a full-time Client Services Associate to support the Wealth Management team. You will educate clients on account services, input client data into planning tools, and help prepare reports for client meetings.

In this role you will ensure proper documentation for new accounts and service requests, maintain up-to-date client information, and identify opportunities to enhance service delivery within a collaborative team environment.

Qualifications

• 2+ years of client service experience in the finance sector.
• Bachelor degree preferred with a focus on Finance.
• Excellent communicator with strong interpersonal skills.
• Detail oriented with strong organizational skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Educate clients on account services and capabilities.
• Input client information into financial planning tools.
• Assist with preparation of reports and materials for client meetings.
• Ensure documentation is collated for new accounts and service requests.

Skills

Excellent communicator

Detail oriented

Microsoft Office

Education

Bachelor degree in Finance

Job description

Job Type: Full Time

Job Reference #: 335380BR

City: Boston

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

Key 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

Key Deliverables

• 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

Qualifications

• 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

Salary Information

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

• United States - Massachusetts - Boston min USD 72500 - max USD 80000 /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.

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.