UBS

Client Associate

UBS

Boston, MA, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you looking for an exciting opportunity to become a Client Associate at a leading financial firm? UBS is looking for an individual with the right mix of professionalism, enthusiasm, and financial services experience to join our team.The Client Associate will work in a team-oriented environment and be responsible for providing exemplary customer service to our clients. This role requires someone who is highly organized, has excellent communication skills, and is motivated to learn. The successful candidate will have a strong understanding of the financial services industry, a commitment to providing the best possible customer experience, and a desire to expand their knowledge and skills.The ideal candidate will have a Bachelor’s Degree in a related field, 3+ years of experience in the financial services industry, and a strong working knowledge of the UBS platform. If you have the qualifications we are looking for and the drive to excel in this role, we would love to hear from you.

Responsibilities:

  1. Provide exemplary customer service to clients in a team-oriented environment.
  2. Maintain effective communication with clients and colleagues.
  3. Utilize the UBS platform to meet the needs of clients.
  4. Develop and maintain a strong understanding of the financial services industry.
  5. Respond to client inquiries in a timely and professional manner.
  6. Develop relationships with clients to ensure satisfaction with services provided.
  7. Stay abreast of new developments in the financial services industry.
  8. Perform administrative duties as required.
  9. Implement best practices for client service and customer satisfaction.
  10. Demonstrate a commitment to expanding knowledge and skills.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Excellent Communication Skills

  • Knowledge Of Financial Products And Services

  • Strong Interpersonal Skills

  • Ability To Multi-Task

  • Attention To Detail

  • Problem-Solving Skills

  • Computer Proficiency

  • Time-Management Skills

Required Skills
  • Financial Analysis

  • Research

  • Time Management

  • Analytical skills

  • Interpersonal skills

  • Attention to detail

  • Problem Solving

  • Verbal Communication

  • Written Communication

  • Relationship Management

  • Client Service

  • Compliance

  • Teamwork

  • Client Retention

  • Market Knowledge

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Client Associate in Boston, MA, USA is $50,000 to $90,000 per year. This range is based on factors such as years of experience, education level, and industry. Additionally, the range may vary depending on the specific employer and job requirements.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 12th, 2023
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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