United States - Massachusetts

Business management, administration and support, Client advisory / Relationship management, Finance

Global Wealth Management

Your role

Key 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
Key Deliverables:
*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
Key Deliverables:
*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

Detailed salary information:
• Boston: the salary range for this role is $75000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

332766BR

City

Boston

Job Type

Full Time

Your team

You'll be working with N

Your expertise

A Client Associate, Registered services clients and provides operational and administrative support to Financial
Advisors. An employee must have both Series 7 and either Series 66 or 65/63 to be considered registered.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

US Only: The expected salary range for this role is $75000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.