Registered Client Associate

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

Your role

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

Your role

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

Job Type

Full Time

Job Reference #

342149BR

City

Chicago

Your 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 expertise

• 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

• 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.

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.