Private Wealth Client Associate – Service & Onboarding

Talentify; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Chicago, IL is seeking a Registered Client Service Associate to deliver exceptional client service within a Private Wealth Management team. The role focuses on onboarding and maintaining client accounts, processing deposits and distributions, and performing daily administrative duties.

Ideal candidates hold Series 7 and 66 licenses (or plan to obtain after hire), have about 5 years in client service in finance, and a degree in finance, business, or communications.

Qualifications

• Series 7 and 66 licenses or willingness to obtain after hire
• Ideally 5 years of experience in client service, preferably within the finance sector
• Bachelor's degree or equivalent, focusing on finance, communication, or business
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft Office Suite

Responsibilities

• Provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution
• Onboard and maintain client accounts, process deposits and distributions
• Perform administrative duties that support daily business practices

Skills

Attention to detail

Excellent communication

5 years client service

Education

Bachelor's degree in finance/business

Tools

Microsoft Office Suite

Job description

UBS in Chicago, IL is seeking a Registered Client Service Associate to deliver exceptional client service within a Private Wealth Management team. The role focuses on onboarding and maintaining client accounts, processing deposits and distributions, and performing daily administrative duties.

Ideal candidates hold Series 7 and 66 licenses (or plan to obtain after hire), have about 5 years in client service in finance, and a degree in finance, business, or communications.