Wealth Management Client Associate; Boston
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-08
Listing for:
UBS
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
UBS is seeking a Client Associate to support its wealth management team in Boston. This full-time role requires 1–3 years of client service experience, preferably in finance, and offers a competitive salary between USD 55,000 and USD 75,000 per annum.
Responsibilities include maintaining client information, educating clients on services, and preparing reports. A Bachelor’s degree in Finance or Economics is preferred, along with excellent communication skills and proficiency in Microsoft Office Suite.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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