Private Wealth Client Associate — Service & Onboarding

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

Job summary

UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts, and perform essential administrative tasks. You will support daily processes and work with a Private Wealth Management team known for long-standing client relationships.

Required: Series 7/66 or willingness to obtain, 5 years in client service (finance preferred), a finance/business-focused degree, and strong communication skills.

Qualifications

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

Responsibilities

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

Skills

Excellent communicator

Detail oriented

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts, and perform essential administrative tasks. You will support daily processes and work with a Private Wealth Management team known for long-standing client relationships.

Required: Series 7/66 or willingness to obtain, 5 years in client service (finance preferred), a finance/business-focused degree, and strong communication skills.