Wealth Management: Client Services 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

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.