Wealth Management Client Associate: Client Support & Events

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

Job summary

UBS is seeking a Client Associate in Northbrook, Illinois, to support wealth management for high net worth clients. This full-time position involves maintaining systems, educating clients on services, preparing reports, and planning marketing events.

The ideal candidate will have 5+ years of client service experience in the finance sector, a bachelor's degree preferred, and strong communication skills. Join UBS to grow your career in a diverse and collaborative environment.

Qualifications

• 5+ years of experience in client service within the finance sector.
• Bachelor's degree or equivalent preferred.
• Excellent interpersonal skills.

Responsibilities

• Maintain management systems with client information.
• Educate clients on account services.
• Help prepare reports for client meetings.
• Collect documentation for new accounts.
• Plan marketing events and maintain materials.
• Provide the team with a detailed calendar of activities.

Skills

Client service experience in finance

Excellent communication skills

Analytical and logical thinking

Team player

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent

Job description

UBS is seeking a Client Associate in Northbrook, Illinois, to support wealth management for high net worth clients. This full-time position involves maintaining systems, educating clients on services, preparing reports, and planning marketing events.

The ideal candidate will have 5+ years of client service experience in the finance sector, a bachelor's degree preferred, and strong communication skills. Join UBS to grow your career in a diverse and collaborative environment.