Stephanie Watson
About Stephanie Watson
Stephanie Watson is a Registered Client Service Associate at UBS, where she has worked since 2014. She has a diverse background in financial services and management, with previous roles at New York Life Insurance Company, Santander Bank, and the YMCA of Greater Boston.
Work at UBS
Stephanie Watson has been employed at UBS as a Registered Client Service Associate since 2014. In her role, she has accumulated ten years of experience in client services within the financial sector. Her responsibilities include assisting clients with their inquiries and managing their accounts, ensuring a high level of service and support.
Previous Employment Experience
Before joining UBS, Stephanie Watson held several positions in the financial and service sectors. She worked as a Financial Services Professional at New York Life Insurance Company from 2010 to 2012. Following that, she served as a Licensed Personal Banking Representative at Santander Bank from 2012 to 2014. Additionally, she gained experience as a Waterfront Director and Assistant Camp Director at the YMCA of Greater Boston in 2008 and 2009.
Education and Expertise
Stephanie Watson earned her Bachelor of Science degree from Roger Williams University, where she studied from 2006 to 2010. During her time at the university, she served as a Student Fund Manager, which provided her with experience in managing investment portfolios. She also completed a brief study program at the Institute At Palazzo Ruccelai in 2009.
Internship Experience
Stephanie Watson interned as a Bookkeeper/Junior Accountant, where she utilized QuickBooks for financial management tasks. This internship contributed to her foundational knowledge in accounting and financial services, complementing her academic background and professional experience.
Early Career Roles
In the early stages of her career, Stephanie Watson worked as a Learning Commons Assistant at Roger Williams University from 2006 to 2010. This role involved supporting students and faculty in accessing resources, which helped her develop strong organizational and communication skills.