Are you truly service oriented? Do you thrive in a fast paced work environment where you can have a positive client impact?

We’re looking for a Client Service Associate to:

- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the scheduling, preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- share creative ideas to enhance our client experience
- grow and develop with our team; always looking to learn more

Job Reference #

315375BR

City

Boston

Job Type

Full Time

Your team

You’ll be working on the Life Science Advisors team in Boston. We have made it our purpose to exclusively advise CEOs and founders who lead public and private companies that are deeply immersed in life science discoveries. We provide a positive energy and an above and beyond approach to our business. This benefits our clients and team members. As a Client Service Associate, you’ll play an important role in enhancing our client experience and growing our business.

Your expertise

- ideally 1-4 years of experience in client service, within the finance sector
- bachelor's degree or equivalent
- series 7 and 66 licenses preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proactive (thinking ahead & preparing)
- thrive in a fast paced environment

About us

UBS is the world’s 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

We may request you to complete one or more assessments during the application process. Learn more

Join us

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 we’re 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.