We're looking for a client associate to:
• support financial advisors in delivering exceptional client service and experience • be point-of-entry contact for clients with account queries • assist with account opening, onboarding, due diligence and monitoring activities • support with documentation for client meetings, investment proposals and the like • collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements
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.
Detailed salary information:
• Hyannis: the salary range for this role is $60,000 to $70,000 • financial services experience, ideally within a client facing team • unyielding attention to detail, even when under pressure • team player that remains calm while managing conflicting priorities • works with absolute discretion, tactfulness and adaptability to changing demands
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers
You'll be working with a team in Hyannis, MA. As a client associate, you'll play an important role in our delivery of personalized client services. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.