Registered Client Associate - Finance & Client Experience

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

Job summary

UBS in Northbrook, Illinois is seeking a Registered Client Associate to serve as the first point of contact for clients. The ideal candidate will have strong interpersonal skills and attention to detail, assisting clients with their everyday needs.

The role includes supporting financial advisors, maintaining client information systems, and educating clients on account services. Candidates must possess Series 7 and 66 licenses and 5+ years in client service within the finance sector.

Competitive benefits are offered.

Qualifications

• 5+ years of experience in client service within the finance sector.
• Must have Series 7 and 66 licenses.
• Excellent communicator with strong interpersonal skills.

Responsibilities

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

Skills

Interpersonal skills

Attention to detail

Analytical skills

Team player

Education

Bachelor’s degree or equivalent

Job description

UBS in Northbrook, Illinois is seeking a Registered Client Associate to serve as the first point of contact for clients. The ideal candidate will have strong interpersonal skills and attention to detail, assisting clients with their everyday needs.

The role includes supporting financial advisors, maintaining client information systems, and educating clients on account services. Candidates must possess Series 7 and 66 licenses and 5+ years in client service within the finance sector.

Competitive benefits are offered.