Global Wealth Management

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Client Associate, Registered

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United States - Illinois

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Client advisory / Relationship management

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Global Wealth Management

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Job Reference #

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339950BR

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City

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Northbrook

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Job Type

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Full Time

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Your role

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We're looking for a Registered Client Associate to:

A Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client-first mindset, a successful candidate for this role will have strong interpersonal skills, immense attention to detail, and will be able to assist clients with their everyday needs.

• assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
• provide support for client relationship building and business development activities
• keep systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests

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Your team

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Your team

You will be working with a team in the Northbrook, Illinois office.

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Your expertise

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Your expertise

• series 7 and 66 licenses
• ideally 5+ years of experience in client service, within the finance sector
• bachelor''s degree or equivalent preferred
• excellent communicator, with top-notch interpersonal skills
• analytical and logical
• team player

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About us

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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.

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Salary information

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The indicative gross base salary range as a full-time equivalent role:

• United States - Illinois - Northbrook min USD 65000 - max USD 85000 /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.

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Join us

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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.

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Disclaimer / Policy statements

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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.

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n Client Associate, Registered | UBS - Experienced professionals - job boardsn

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