Client Associate

UBS • Hyannis, MA

14h • $55,000 - $75,000 • Onsite

About The Position

The Client Associate supports a Wealth Management team onsite in Hyannis, Massachusetts, while also assisting with Branch Operations tasks. The role involves maintaining client information, explaining account services, supporting client meeting preparation, collecting account documentation, coordinating team marketing activities, and keeping the team informed of its activity calendar.

Requirements

• Series 7 and 66 licenses for registered CSAs; expectation is to become registered/licensed within six months after hire.
• Excellent communication and interpersonal skills.
• Strong attention to detail.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Ideally 0–2 years of experience in client service within the finance sector.
• Bachelor’s degree preferred, with a focus on finance.

Responsibilities

• Keep management systems up to date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and other materials for client meetings.
• Collect documentation for opening new accounts and handling service requests.
• Plan team marketing events and maintain marketing materials.
• Provide the team with a detailed calendar of activities.
• Support Branch Operations tasks.

Benefits

• UBS offers competitive benefits; further information is available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Opportunities to grow.
• A supportive team.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed