Wealth Management Client Associate | UHNW Client Service

UBS; Chicago (IL); On-site; USD 75,000 - 90,000; Full time

Job summary

UBS in Chicago is seeking a Wealth Management Support Specialist to assist a global wealth management team in delivering exceptional client service to ultra-high net worth clients. You will manage multiple tasks in a fast-paced environment, keep client records up-to-date, educate clients on account services, and help ensure accounts comply with legal and regulatory requirements.

The role requires a Bachelor's degree, 1–3+ years in client service in finance, and licensing or pursuit of SIE/Series

Qualifications

• Bachelor's degree with 1-3+ years of client service experience in finance.
• Licensed or intent to get licensed (SIE, Series 7, 66).
• Excellent communicator with solid interpersonal skills.
• Detail oriented and able to work in a fast-paced environment.
• Proficient in Microsoft Office Suite including Copilot.

Responsibilities

• Support a global wealth management team providing exceptional client service.
• Manage multiple tasks in a fast-paced environment with accuracy.
• Work directly with ultra-high net worth clients.
• Keep contact management systems up-to-date with client information.
• Educate clients on account services and capabilities.
• Ensure client accounts meet legal, compliance, and regulatory requirements.

Skills

Excellent communicator

Interpersonal skills

Detail oriented

Adaptable to fast-paced environment

Education

Bachelor's degree

SIE

Series 7

Series 66

Tools

Microsoft Office Suite

Copilot

Job description

UBS in Chicago is seeking a Wealth Management Support Specialist to assist a global wealth management team in delivering exceptional client service to ultra-high net worth clients. You will manage multiple tasks in a fast-paced environment, keep client records up-to-date, educate clients on account services, and help ensure accounts comply with legal and regulatory requirements.

The role requires a Bachelor's degree, 1–3+ years in client service in finance, and licensing or pursuit of SIE/Series