Service Associate - UBS : Job Details

Service Associate

UBS

Job Location : Boston,MA, USA

Posted on : 2025-09-18T06:09:40Z

Job Description :

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Job Reference # 326386BR Job Type Full Time Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? Were looking for a Service Associate to:

  • carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market
  • greet and assist clients and visitors to the branch, providing exceptional service
  • create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
  • maintain risk awareness and regulatory knowledge
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. Your team Youll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. Your expertise
  • ideally 3 years of experience in client service, within the finance sector
  • bachelor's or master`s degree or equivalent, focusing on finance
  • excellent communicator, with solid interpersonal skills
  • detail oriented
  • proficient in Microsoft Office Suite
About Us UBS is the worlds 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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. Were 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. Thats why collaboration is at the heart of everything we do. Because together, were more than ourselves. Were 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. Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Banking, Financial Services, and Investment Banking

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