-
Client Associate
1 week ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of ...
-
Client Associate
1 week ago
UBS Boston, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparatio ...
-
Client Service Associate
1 week ago
Morgan Stanley Boston, United States Full timePOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
-
Client Relations Associate
1 week ago
Alpha Ascension Inc. Boston, United StatesAt Alpha Ascension, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients w ...
-
Client Services Associate
1 week ago
Marchon Partners Boston, United StatesJob Title: Client Services Associate · Location: Hybrid, 3 days in Boston (Tues Thurs) · Duration: 6+ months · JOB PURPOSE: · The Distribution Client Services Associate provides support to the wider Global Client Service team on a range of responsibilities and will assist t ...
-
Client Relations Associate
1 week ago
Alpha Ascension Inc. Boston, United StatesAt Alpha Ascension, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients w ...
-
Client Service Associate
1 week ago
Acadian Asset Management Boston, MA, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
-
Client Service Associate
1 week ago
CIBC Boston, United StatesWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Client Service Associate
1 week ago
Fanning Personnel Boston, United StatesPosition Summary · Boston investment firm is seeking a Client Service Associate to join their dynamic team. This individual will work closely with the Client Advisory Team to understand the client's needs and to improve upon service within each client relationship as well as fac ...
-
Client Communications Associate
1 week ago
Megalodon Management Boston, United StatesMegalodon Management is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for ...
-
Client Service Associate
6 days ago
Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
-
Associate, Client Service
1 week ago
Fanning Personnel Boston, United StatesAssociate, Client Service & Marketing opening located at a wealth management firm in Boston · Im a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This s ...
-
Client Service Associate
1 week ago
Acadian Asset Management Boston, United StatesAcadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of September 30, 2023, the firm managed approximately US$97 billion on behalf of major pension funds, endowments, foundation ...
-
Client Service Associate
1 week ago
Partners Capital Boston, United StatesThe Client Service Associate located in Boston will support and work closely with senior members of the Client Service Team in coordinating the portfolio operations for a range of clients. Primary responsibilities will center on the implementation of client investment strategies ...
-
Client Service Associate
1 week ago
CIBC LLC Boston, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Client Portfolio Associate
4 days ago
Franklin Templeton Boston, United StatesMartin Currie is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get expos ...
-
Client Communications Associate
2 days ago
Fanning Personnel Boston, United StatesBe responsible for writing responses to Requests for Proposals and Client Questionnaires. · Ensure prompt distribution of client reporting and consultant deliverables. · Need strong writing skills and some analytical experience. · Need strong writing skills and some analytical ...
-
Client Reporting Associate
1 week ago
Fanning Personnel Boston, United StatesResponsible for the production and distribution of recurring client and consultant reports for assigned accounts. · Demonstrated quantitative and analytical skills including knowledge of the investment industry as it relates to investment performance, characteristics and attribu ...
-
Client Services Associate
1 week ago
Leverton Search Boston, United StatesThe role: · act as primary contact for client inquiries · maintain and update the CRM system and coordinate reporting to senior management · Assist in projects impacting existing clients and strategic initiatives · Manage client onboarding process and coordinate various client-re ...
-
Client Solutions Associate
1 week ago
Harbourvest Boston, United StatesJob Description Summary · For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individua ...
Client Associate - Boston, United States - UBS Financial Services
1 week ago
Description
Business management, administration and support
Global Wealth Management
Job Reference #
291359BR
City
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
Were looking for a Client Associate to:
keep management systems up-to-date with client information
educate clients on account services and capabilities
help with the preparation of reports and other materials for client meetings
collect the right documentation for opening new accounts and service requests
plan team marketing events and maintain marketing materials
provide the team with a detailed calendar of activities
Your team
Youll be working within a WMA branch office where we provide advice-based solutions. Our financial
advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.
Your expertise
ideally 3 years of experience in client service, within the finance sector
bachelor degree preferred, focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented
proficient in Microsoft Office Suite
About us
UBS is the worlds largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How we hire
This role requires an assessment on application. Learn more about how we hire:
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
#J-18808-Ljbffr