Wealth Management Client Services Associate

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

Job summary

UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings.

The role requires Series 7 and 66 licenses within 6 months, 0–2 years finance client service experience, a finance‑focused bachelor’s degree, strong communication, attention to detail, and proficiency in Microsoft Office.

Qualifications

• Series 7 and 66 licenses to be obtained 6 months into role
• Ideally 0-2 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

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 license

Series 66 license

Client service experience

Bachelor's degree

Excellent communicator

Detail oriented

Microsoft Office

Education

Bachelor's degree in finance

Tools

Microsoft Office Suite

Job description

UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings.

The role requires Series 7 and 66 licenses within 6 months, 0–2 years finance client service experience, a finance‑focused bachelor’s degree, strong communication, attention to detail, and proficiency in Microsoft Office.