Role & Company Overview
📋 Role Overview & Responsibilities
Job Reference #
293505BR
Job Type
Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a [job title] 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
Your team
You’ll be working in the Van Nice Wealth Management Group in Chicago, IL. Our team is fully integrated in decision-making process from the start—applying timely research to current investment strategies, and weaving in our global outlook to help clients understand how it relates to their personal financial landscape. As a Client Associate, you’ll play an important role in developing quality strategies customized to client needs.
Your expertise
series 7 and 66 licenses (for registered CSAs only) ideally 3-5 years of experience in client service, within the finance sector bachelor degree preferred excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
How We Hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.
Frequently Asked Questions
How do I apply for the Client Associate position at UBS? ▼
Click the “Apply for this Position” button on this page to submit your application directly to UBS without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Chicago, IL with potential relocation and sponsorship assistance depending on candidate qualifications.
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