Client Associate

Your role

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.

Hyannis: the salary range for this role is $60,000 to $70,000.

The expected salary range for this role as of the date of this posting is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

Full Time

335488

Hyannis

You’ll be working with a team in Hyannis, MA. As 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.

• 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

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.

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.