Client Associate
UBS, Boston, MA, United States
Your role
Are you truly service oriented? Do you know how to take care of people?
Responsibilities
We’re looking for a Client Associate to:
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
Job Type
Full Time
Job Reference #
337411BR
City
Boston
Your team
You’ll be working with the Wealth Management team in Boston.
Your expertise
ideally 2+ years of experience in client service, within the finance sector
bachelor’s degree preferred, focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
Salary information
The indicative gross base salary range as a full-time equivalent role:
United States - Massachusetts - Boston min USD 70000 - max USD 76000 / annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Are you truly service oriented? Do you know how to take care of people?
Responsibilities
We’re looking for a Client Associate to:
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
Job Type
Full Time
Job Reference #
337411BR
City
Boston
Your team
You’ll be working with the Wealth Management team in Boston.
Your expertise
ideally 2+ years of experience in client service, within the finance sector
bachelor’s degree preferred, focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented (nothing gets past you)
proficient in Microsoft Office Suite
Salary information
The indicative gross base salary range as a full-time equivalent role:
United States - Massachusetts - Boston min USD 70000 - max USD 76000 / annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr