Wealth Management Client Associate (Boston)

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

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.