Client Associate

UBS; Chicago (IL); On-site; USD 75,000 - 90,000; Full time

Job summary

UBS in Chicago is seeking a Wealth Management Support Specialist to assist a global wealth management team in delivering exceptional client service to ultra-high net worth clients. You will manage multiple tasks in a fast-paced environment, keep client records up-to-date, educate clients on account services, and help ensure accounts comply with legal and regulatory requirements.

The role requires a Bachelor's degree, 1–3+ years in client service in finance, and licensing or pursuit of SIE/Series

Qualifications

• Bachelor's degree with 1-3+ years of client service experience in finance.
• Licensed or intent to get licensed (SIE, Series 7, 66).
• Excellent communicator with solid interpersonal skills.
• Detail oriented and able to work in a fast-paced environment.
• Proficient in Microsoft Office Suite including Copilot.

Responsibilities

• Support a global wealth management team providing exceptional client service.
• Manage multiple tasks in a fast-paced environment with accuracy.
• Work directly with ultra-high net worth clients.
• Keep contact management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Ensure client accounts meet legal, compliance, and regulatory requirements.

Skills

Excellent communicator

Interpersonal skills

Detail oriented

Adaptable to fast-paced environment

Education

Bachelor's degree

SIE

Series 7

Series 66

Tools

Microsoft Office Suite

Copilot

Job description

• Support a global wealth management team in delivering exceptional client service and experience
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Work directly with sophisticated ultra-high net worth clients
• Keep contact management systems up-to-date with client information
• Educate clients on account services and capabilities
• Accurately collect documentation for client service requests
• Collaborate with all team members on various projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements

Your role

• Support a global wealth management team in delivering exceptional client service and experience
• Manage several tasks in a fast-paced environment, while delivering accurate and timely results
• Work directly with sophisticated ultra-high net worth clients
• Keep contact management systems up-to-date with client informationEducate clients on account services and capabilities
• Accurately collect documentation for client service requests
• Collaborate with all team members on various projects; including to ensure that client accounts comply with legal, compliance and regulatory requirements

Job Type

Full Time

Job Reference #

341853BR

City

Chicago

Your team

You’ll be working as part of Wealth Management Americas. Specifically, you’ll be working with “The Barry Wealth Consulting Group”, a team of professionals who help high net worth and ultra-high net worth individuals and families meet their financial goals through with a financial advisor who delivers products and services specifically designed for them.

Your expertise

• Ideally Bachelor's degree with 1-3+ years of experience in client service, within the finance industry
• Licensed or intention to get licensed (SIE, Series 7, 66)
• excellent communicator, with solid interpersonal skills
• detail oriented
• Can work in a fast paced environment
• Highly proficient in Microsoft Office Suite – including Copilot

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.

Salary information

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

• United States - Illinois - Chicago min USD 75000 - max USD 90000 /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.