Registered Client Associate

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

Job summary

UBS in Northbrook, IL is seeking a Registered Client Associate to assist financial advisors, provide analytical information, and help clients achieve their goals.

The role requires Series 7 and 66 licenses, 5+ years in client service within finance, a bachelor's degree or equivalent, and strong communication, analytical, and teamwork skills.

Qualifications

• Series 7 and 66 licenses required.
• 5+ years of client service experience in finance preferred.
• Bachelor's degree or equivalent preferred.
• Excellent communicator with strong interpersonal skills.
• Analytical and logical mindset.
• Team player who collaborates well with others.

Responsibilities

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

Skills

Series 7 license

Series 66 license

5+ years client service experience

Excellent communicator

Analytical and logical

Team player

Bachelor's degree

Education

Bachelor's degree or equivalent

Job description

Open — UBS has a posting for this job. Posted 29 Aug 2026.

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About this job

Job Reference #

339950BR

City

Northbrook

Job Type

Full Time

Key responsibilities

We’re looking for a Registered Client Associate to:

• 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

The team

You will be working with a team in the Northbrook, Illinois office.

Your skills and experience

• 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

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 - Northbrook min USD 65000 - max USD 85000 /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.

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.

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