We’re hiring a detail-oriented Client Service Associate to serve as the main point of contact for top-tier clients, managing all service and operational needs. This client-facing role is critical to ensuring a seamless experience through proactive communication, accurate processing, and exceptional attention to detail.

Key Responsibilities:

• Serve as the main point of contact for a subset of clients
• Handle all aspects of client onboarding and ongoing operational service calls
• Process account operations and maintenance, including support with online services
• Manage client cash requests (checks, ACHs, journals, wires)
• Coordinate 401(k)/403(b) rollovers
• Track tax-season related items
• Process managed accounts
• Handle estate plan paperwork, deceased and divorced client account processing
• Manage loan setup, maintenance, and payoffs
• Assist with annual/seasonal tasks and related projects

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Reference #

324387BR

City

Boston

Job Type

Full Time

Your team

You'll be working with the Harborside Group in [Boston].

Your expertise

• 3+ years in client service or operations in financial services
• Strong organizational and multitasking skills
• Clear, professional communication (written and verbal)
• High attention to detail and ability to handle confidential information
• Proficient in Microsoft Office Suite and internal systems/CRMs
• Proactive, collaborative, and solutions-focused
• Team player attitude with a willingness to support others and to contribute to a positive team culture

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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.