Registered Client Associate en UBS Group AG

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

We’re looking for a registered client associate to:

• support a global wealth management team in delivering exceptional client service and experience
• manage several tasks in a fast-paced environment, while delivering accurate and timely results
• 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
• maintain marketing materials for the team
• provide the team with a detailed calendar of activities

Detailed salary information:
• Chicago: the salary range for this role is $60000 to $70000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Chicago

Full Time

United States - Illinois

Business management, administration and support

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.

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.

You’ll be working with The Barry Wealth Consulting Group, a wealth management team in the Chicago Tower. As a registered client associate, you’ll play an important role in success of the team.

• series 7 and 66 licenses (for registered CSAs only)
• ideally 3 or more years of experience in client service, within the finance sector
• bachelor degree, focusing on finance
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite

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.

US Only: The expected salary range for this role is $60000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.