Client Associate

UBS; Northbrook (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in Northbrook, Illinois, to support wealth management for high net worth clients. This full-time position involves maintaining systems, educating clients on services, preparing reports, and planning marketing events.

The ideal candidate will have 5+ years of client service experience in the finance sector, a bachelor's degree preferred, and strong communication skills. Join UBS to grow your career in a diverse and collaborative environment.

Qualifications

• 5+ years of experience in client service within the finance sector.
• Bachelor's degree or equivalent preferred.
• Excellent interpersonal skills.

Responsibilities

• Maintain management systems with client information.
• Educate clients on account services.
• Help prepare reports for client meetings.
• Collect documentation for new accounts.
• Plan marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service experience in finance

Excellent communication skills

Analytical and logical thinking

Team player

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent

Job description

Your role

• 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

Job Type

Full Time

Job Reference #

340479BR

City

Northbrook

Your team

You’ll be working with a team in the Northbrook office 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 in team efficiency and relationship management.

Your expertise

• 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
• 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.

Salary information

• 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.

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.