Client Associate, Registered

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

Job summary

UBS in Northbrook, Illinois is seeking a Registered Client Associate to serve as the first point of contact for clients. The ideal candidate will have strong interpersonal skills and attention to detail, assisting clients with their everyday needs.

The role includes supporting financial advisors, maintaining client information systems, and educating clients on account services. Candidates must possess Series 7 and 66 licenses and 5+ years in client service within the finance sector.

Competitive benefits are offered.

Qualifications

• 5+ years of experience in client service within the finance sector.
• Must have Series 7 and 66 licenses.
• Excellent communicator with strong interpersonal skills.

Responsibilities

• Assist financial advisors in client conversations.
• Support client relationship building and business development activities.
• Keep systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Help prepare reports and materials for client meetings.
• Collect documentation for opening new accounts.

Skills

Interpersonal skills

Attention to detail

Analytical skills

Team player

Education

Bachelor’s degree or equivalent

Job description

Position Overview

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.

Key Responsibilities

• 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

Required Experience & Qualifications

• 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

Job Details

• Job Type: Full Time
• Job Reference #: 339950BR
• Location: Northbrook, Illinois

Compensation

The indicative gross base salary range for this full-time role is: United States – Illinois – Northbrook, min USD 65,000 to max USD 85,000 per annum.

Benefits

UBS offers a range of competitive benefits. For further information, please visit ubs.com/employee-benefits.

Equal Opportunity Employer

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.