Service Associate
: Job Details :


Service Associate

UBS Financial Services

Location: Boston,MA, USA

Date: 2024-09-07T07:50:07Z

Job Description:

Business Management, Administration and Support

Global Wealth Management

Job Reference #: 296439BR

City: [City]

Job Type: Full Time

Your Role:

Are you truly service-oriented? Do you know how to take care of people?Ready to make your application Please do read through the description at least once before clicking on Apply.We're looking for a Service 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:

    You'll be working with the [Cleary/Devine] team in [Boston].

    Your Expertise:

  • Series 7 and 66 licenses (for registered CSAs only).
  • Ideally [range/number] years of experience in client service within the finance sector.
  • [Bachelor degree preferred], focusing on [finance].
  • Excellent communicator with solid interpersonal skills.
  • Detail-oriented (nothing gets past you).
  • Proficient in Microsoft Office Suite.

    • 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.

    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.

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    Apply Now!

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