Client Associate

Client Associate

United States - Illinois

Business management, administration and support

Global Wealth Management

Key responsibilities

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• keep management 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
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Job Reference #340723BR

City

Chicago

Job TypeFull Time

The team

You will be working for UBS Financial Services, Inc., specifically UBS’ Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment programs for institutional investors.

Your skills and experience

• ideally 3+ years of experience in client service, within the finance sector
• [bachelor degree required], focusing on accounting role/financial reporting & analysis.
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• series 7 and 66 licenses can be obtained within 180 days, it’s not required to apply.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - Illinois - Chicago min USD 75000 - max USD 90000 /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.

• Bachelor’s degree in accounting, financial reporting, or analysis required
• Minimum 3 years client service experience in the finance sector preferred
• Proficient in Microsoft Office with strong communication and detail orientation skills