Global Wealth Management

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Client Associate

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United States - Illinois

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Business management, administration and support

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Global Wealth Management

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Job Reference #

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338532BR

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City

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Chicago

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Job Type

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Full Time

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Your role

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Are you skilled at developing wealth management strategies? Does financial data excite you?

We're looking for a Client Associate to:

• keep management 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
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

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Your team

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You'll be working as part of Wealth Management Americas. 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. As a Client Associate, you'll play an important role as part of a highly collaborative, Private Wealth Management Team, Peter Errett Van Nice based in Chicago, IL.

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Your expertise

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• series 7 and 66 licenses
• ideally 2 to 4 years of experience in client service, within the finance sector
• bachelor degree preferred, focusing on finance and business administration
• excellent written and verbal communication skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• team player and strong interpersonal skills

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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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How we hire

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We may request you to complete one or more assessments during the application process. Learn more

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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-Chicago min USD 70000 - max USD 76000/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 | UBS - Experienced professionals - job boardsn

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