Wealth Management Client Services Specialist
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-06
Listing for:
UBS
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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
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