Service Associate - Military Veterans
at UBS Financial Services, Inc.
We are looking for a Client Associate to join our Private Wealth Management (“PWM) Team in Boston, MA. In this role, you will be working with one of the largest and fast-growing PWM Teams in the country. You will need to have excellent attention to detail, communication skills, multi-tasking ability and self-motivation to thrive in this role.
You will support the Financial Advisors and your fellow Client Associates by processing client requests, handling the operations tasks of the team, monitoring portfolio holdings, analyzing asset allocations, and researching potential investments.
- Work as part of the PWM Team to support and implement wealth management strategies for PWM clients
- Keep management systems up-to-date with client information
- Collect the right documentation for opening new accounts and service requests
- Help with the preparation of reports and other materials for client meetings
- Plan team marketing events and maintain marketing materials
- Develop and prepare marketing presentations for existing and prospective clients
- Provide the team with a detailed calendar of activities
- Provide exceptional client service and team support
- Keep abreast of the latest events in the financial markets and relay research and market views to Private Wealth Advisors and Team
- Work in conjunction with various product groups within Investment Management to respond to client needs
- Execute portfolio rebalancing and trades
Boston, MA
At UBS Financial Services, we appreciate our veterans and are committed to providing opportunities in Financial Services. That‘s why we‘re interested in meeting talented individuals like you for our customized post-military programs!
Veterans Associate Program (VAP):
- 22-Week Internship in-person NYC/NJ (Application window is now closed)
- Provide tailored training, development, networking and mentoring opportunities for degreed transitioning veterans
- Divisionally aligned rotations across Global Wealth Management, the Investment Bank and Asset Management
- Key hiring areas: Global Wealth Management, Investment Banking, Asset Management
Enlisted Veterans Apprenticeship Program (EVAP):
- Provide tailored training and development for transitioning veterans pursuing their degree
- Full time apprenticeship across Wealth Advice Center and Group Functions
- Key hiring areas: Wealth Advice Center, Risk, Compliance, Wealth Management Operations, Investment Bank Operations and Corporate Functions opportunities.
Military Spouse Program
- Provide hybrid and remote full-time opportunities to the spouses of active-duty service members
- Tailored training and development for military spouses
- Opportunities across all business divisions
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Apply today!