Wealth Management Client Services Associate

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

Job summary

UBS in Peabody, MA is seeking a Client Associate to support Financial Advisors with client service and administrative tasks. You’ll educate clients on account services, input data into planning tools, and help prepare reports and materials for client meetings, ensuring documentation for new accounts and service requests.

You’ll join the Wealth Management team in Peabody, collaborating to enhance client relationships and manage calendars, logistics for events, and identify service opportunities.

Qualifications

• Maintain up-to-date client information in management systems.
• Educate clients on account services and capabilities.
• Organize logistics for team events and maintain marketing materials.
• Provide team with calendar detailing daily, weekly and monthly activities.
• Identify service opportunities for clients.

Responsibilities

• Educate clients on account services and capabilities
• Input data in to financial planning tools
• Assist with the preparation of reports and other materials for client meetings
• Ensure appropriate documentation is collated for new accounts and service requests.

Skills

Client relationships

Data management

Event logistics

Calendar management

Opportunity identification

Tools

Financial planning tools

Job description

UBS in Peabody, MA is seeking a Client Associate to support Financial Advisors with client service and administrative tasks. You’ll educate clients on account services, input data into planning tools, and help prepare reports and materials for client meetings, ensuring documentation for new accounts and service requests.

You’ll join the Wealth Management team in Peabody, collaborating to enhance client relationships and manage calendars, logistics for events, and identify service opportunities.