About the role
Client Associate
United States - Illinois
Business management, administration and support
Global Wealth Management
Key responsibilities
- maintain client information records
- educate clients on account services and capabilities
- help deliver and execute strategic initiatives to better service the clients
- 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
- schedule client meetings
- process business expenses
Job Reference #342819BR
City
Chicago
Job TypeFull Time
The team
You’ll be working as part of Wealth Management Americas. You’ll be working with the Private Wealth Management Team Pfaff, Bailey, McCannon & Fuelleman Group in Chicago, IL. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Select multigenerational families, entrepreneurs, and business owners choose to work with us because of the depth of our experience. Our systematic approach, honed over our long tenure together, is built on a process for understanding your goals, the access to deliver sophisticated solutions, and the insights to help our clients make wise financial decisions. As a Client Associate, you’ll play an important role in partnering with the team to provide service to our clients and deliver the firm in a cohesive manner.
Your skills and experience
- series 7 and 66 licenses (for registered CSAs only)
- ideally 5+ years’ experience required
- bachelor's degree or equivalent preferred
- excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
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 55000 - max USD 75000 /annum
Minimum requirements
- Ideally 5+ years’ experience
- Bachelor's degree or equivalent preferred
- Proficient in Microsoft Office Suite with excellent communication and interpersonal skills
This listing was parsed by AI and may not be complete. Check the official posting on UBS's site for the most accurate information.