Client Associate

UBS Group AG

Chicago, IL

JOB DETAILS
SALARY
$65,000–$75,000 Per Year
SKILLS
Asset Management, Cash Management, Communication Skills, Customer Support/Service, Customer Training, Detail Oriented, Documentation, Finance, Fixed Income Investments, High Net Worth, Interpersonal Skills, Investment Management, Investment Services, Microsoft Office, Mutual Funds, Onboarding, Operational Support, Sales, Series 7, Wealth Management
LOCATION
Chicago, IL
POSTED
30+ days ago

Are you truly service oriented? Do you know how to take care of people? We're looking for someone who can provide operational support to UBS's Corporate Cash Management Team.

You will be responsible to:

  • keep management systems up to date with client information
  • educate clients on account services and capabilities
  • help with onboarding clients and servicing large institutional relationships
  • collect the right documentation for opening new accounts and service requests
  • Purchase and manage all money market mutual funds buy/sells for the team

Detailed salary information: • Chicago: the salary range for this role is $65,000 to $75,000 The expected salary range(s) for this role as of the date of this posting is/are 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 https://www.ubs.com/microsites/healthcare/en/home.html.

Your expertise: • SIE, series 7 and 66 licenses preferred (if not registered must obtain within 180 days) • Ideally 2-7 years of experience in client service, within the finance sector • Bachelor's degree required • Excellent communicator, with solid interpersonal skills • Detail oriented (nothing gets past you) • Proficient in Microsoft Office Suite

Salary range for this role is $75,000 - $100,000 and is bonus eligible.

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 https://www.ubs.com/careers.

You will be working on the operational team supporting five portfolio managers. You will actively work with the team's five traders on this 28-person team located in Chicago, IL. This role is in office five days/week.

The Corporate Cash Management Team located in our downtown Chicago office is part of Wealth Management Americas. Our team delivers separately managed, fixed income investment portfolios for corporate, institutional, and High Net Worth clients.

About the Company

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UBS Group AG