Client Associate

Chicago, ILOnsiteFull Time$55,000–$75,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

Series 7
Series 66
client information records
account services
strategic initiatives
client meetings
new accounts
service requests
marketing events
marketing materials

Nice to have

team marketing events

Role summary

UBS is seeking a motivated and organized Client Associate to join their Private Wealth Management Team in Chicago, IL. This role involves maintaining client records, educating clients on services, executing strategic initiatives, preparing client meeting materials, managing documentation for new accounts and service requests, planning marketing events, and processing business expenses. The ideal candidate will be service-oriented, detail-oriented, possess excellent communication and interpersonal skills, and be proficient in Microsoft Office Suite. Series 7 and 66 licenses are required for registered CSAs. A bachelor's degree is preferred.

Key responsibilities

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a motivated, organized, detail oriented Client Associate to:

• maintain client information records
• educate clients on account services and capabilities
• help deliver and execute strategic initiatives to better service the clients
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• schedule client meetings
• process business expense

The team

You’ll be working as part of Wealth Management Americas. You’ll be working with the Private Wealth Management Team Moster, McCormic Norwood Team in Chicago, IL. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Our team recognizes that the complexity of your wealth demands strategic solutions that may come from both within and outside of UBS. This respect for your life and goals drives our commitment to serving all aspects of your financial world, whether directly or working with your family office.

We are often the first call our clients make. Driven, passionate and successful, they include multigenerational families, entrepreneurs, senior executives and family offices. We provide the access, perspective and the continuity our exceptional clients need to help them fully realize the life they envision, today and for generations to come.

Your skills and experience

• series 7 and 66 licenses (for registered CSAs only)
• bachelor's degree or equivalent preferred
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite

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 - Illinois - Chicago 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.

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.

Ready to apply?

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