Wealth Management Client Services Specialist

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

Job summary

UBS in Boston seeks a Client Service Specialist to educate clients on account services and capabilities within the Wealth Management team. You will input client information into financial planning tools, assist with reports for client meetings, and ensure documentation for new accounts is complete.

Strong communication and MS Office skills are essential in this on-site role. The role focuses on building relationships with clients, organizing materials for team events, and maintaining up-to-date

Qualifications

• 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 and proficient in Microsoft Office Suite.

Responsibilities

• Educate clients on account services and capabilities.
• Input client information into the financial planning tools and Firm tools.
• Assist with the preparation of reports and other materials for client meetings.
• Ensure appropriate documentation is collated for new accounts and service request.
• Leverage communication channels to enhance relationships with clients.
• Maintain management systems with up to date client information.
• Organize logistics for team marketing events and maintain marketing materials.
• Provide team with calendar detailing daily, weekly and monthly activities.
• Identify service opportunities for clients.

Skills

Client service experience in finance

Excellent communicator

Detail oriented

MS Office proficiency

Education

Bachelor's degree in Finance

Job description

UBS in Boston seeks a Client Service Specialist to educate clients on account services and capabilities within the Wealth Management team. You will input client information into financial planning tools, assist with reports for client meetings, and ensure documentation for new accounts is complete.

Strong communication and MS Office skills are essential in this on-site role. The role focuses on building relationships with clients, organizing materials for team events, and maintaining up-to-date