Registered Client Associate

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

About this job

Job Reference #

342149BR

City

Chicago

Job Type

Full Time

Key responsibilities

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded?

We're looking for a Registered Client Service Associate to:

• 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

The team

Based in our Chicago, IL office, you’ll be part of a Private Wealth Management team known for building long-standing client relationships and helping provide financial security across generations. As a Registered Client Associate, you’ll play an important role in delivering excellent service to clients while supporting the team’s Financial Advisors.

Your skills and experience

• 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

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 55000 - max USD 75000 /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.

Company culture and diversity

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.