Wealth Management Client Services Advisor

UBS; Wellesley (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in Boston/Wellesley seeks a Registered Client Associate to support Financial Advisors by maintaining client data, educating clients on account services, and helping prepare reports for meetings.

The role requires Series 7 and 66 licenses, 3–5 years in client service within finance, and a finance-focused bachelor’s degree; strong communication, attention to detail, and MS Office skills are essential. UBS offers competitive benefits and base salary ranging from $65,000 to $85,000 per year.

Qualifications

• Series 7 and 66 licenses.
• Ideally 3-5 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
• Able to perform under pressure

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

Series 7

Series 66

Client service

Microsoft Office

Communication

Detail oriented

Under pressure

Education

Bachelor's degree preferred (Finance)

Tools

Microsoft Office Suite

Job description

UBS in Boston/Wellesley seeks a Registered Client Associate to support Financial Advisors by maintaining client data, educating clients on account services, and helping prepare reports for meetings.

The role requires Series 7 and 66 licenses, 3–5 years in client service within finance, and a finance-focused bachelor’s degree; strong communication, attention to detail, and MS Office skills are essential. UBS offers competitive benefits and base salary ranging from $65,000 to $85,000 per year.