Wealth Management Client Associate Jobs in Boston, MA

Key responsibilities
Harborside Wealth Management Group is seeking an early-career professional who wants to build a long-term career in wealth management.
This is a developmental role designed for someone with a genuine interest in finance and financial markets who is organized, motivated, intellectually curious, and eager to learn. Prior financial services experience and securities licenses are not required, but we are looking for someone who actively follows business and financial news and wants to develop a deeper understanding of investing and wealth management. Successful completion of the SIE and Series 7 exams is expected within the first 12 months of employment.
The associate will initially support the broader team while learning our systems, processes, and approach to client service. From the beginning, however, you will be expected to take ownership of your responsibilities: understand what needs to be accomplished, ask the questions necessary to move the work forward, research what you don't know, and follow through to completion. As experience and capabilities grow, the role will expand to include direct responsibility for client relationships and increasingly complex work.
• Assist with day-to-day client requests, account maintenance, paperwork, documentation, and follow-up.
• Serve as an additional point of contact for clients and help ensure requests are handled accurately and promptly.
• Assume primary service responsibility for a small group of clients as knowledge and experience develop.
• Assist with client onboarding and account-opening processes.
• Monitor outstanding client and operational items and follow through to resolution.
• Coordinate with advisors, senior client service associates, and UBS resources to address client needs.
Team & Advisor Support
• Provide administrative and operational support across the team.
• Coordinate client meetings, including scheduling, preparation, materials, and follow-up.
• Assist advisors with calendar management, business expenses, reporting, and other day-to-day needs.
• Help maintain client records and team documentation.
• Support recurring team projects, reporting, and seasonal initiatives.
• Look for opportunities to improve processes and make the team more efficient.
Learning & Development
From the beginning, the associate will be expected to learn the business-not simply complete assigned tasks. This includes:
• Developing an understanding of wealth management and the needs of high-net-worth clients.
• Following financial markets, business news, and economic developments and building an understanding of how they affect clients.
• Learning UBS systems, tools, policies, and regulatory requirements.
• Building knowledge of investments, financial planning, and the services available to clients.
• Asking questions, conducting research, and seeking out the information needed to execute responsibilities accurately and completely.
• Developing strong client communication and relationship-management skills.
• Successfully complete the SIE and Series 7 within the first 6 months.
• Understanding how individual responsibilities contribute to the client experience and the work of the broader team.
• Taking on greater client and operational responsibility as capabilities develop.
It is unlawful in Massachusetts to require right 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.
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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
The team
You'll join an eight-person collaborative wealth management team in UBS's Boston office. The team is committed to delivering an exceptional client experience while creating an environment in which talented people can learn, contribute, and grow.
Your skills and experience
• Bachelor's degree or equivalent experience.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• A high level of professionalism and judgment.
• A strong sense of ownership and accountability-you take responsibility for getting things done rather than waiting to be told each next step.
• Resourcefulness and initiative-you ask questions, research what you don't know, and seek out the information you need to execute successfully.
• Ability to manage multiple priorities and follow through reliably.
• Genuine interest in working with clients and solving problems.
• Intellectual curiosity and a desire to learn.
• Comfort working collaboratively in a fast-paced team environment.
• Interest in building a career, not simply finding a job.
Prior wealth management experience and securities licenses are not required upon hire. The successful candidate will be expected to pass the SIE and Series 7 within the first 12 months.
About us
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Massachusetts - Boston min USD 55000 - max USD 75000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.