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Wealth Client Services Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: UBS
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below
A multinational bank in Boston is seeking a Client Associate to provide operational and administrative support to Financial Advisors. Responsibilities include educating clients about services, maintaining client information, and organizing marketing events. Candidates must be registered client associates with Series 7 and either Series 66 or Series 65/63. The salary range is $75,000 to $85,000, and the role is full-time with benefits.
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