Registered Client Associate
$55k - $75kUBS Financial Services Inc.
Your role Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? Your role Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through active communication, exceptional attention to detail, and quick inquiry resolution onboard and maintain client accounts, process deposits and distributions perform administrative duties that support daily business practices Job Type Full Time Job Reference #
342149BR
City Chicago Your team Based in our Chicago, IL office, you’ll be part of a Private Wealth Management team known for building long-standing client relationships and helping provide financial security across generations. As a Registered Client Associate, you’ll play an important role in delivering excellent service to clients while supporting the team’s Financial Advisors. Your expertise series 7 and 66 licenses or willingness to obtain after hire ideally 5 years of experience in client service, preferably within the finance sector bachelor's degree or equivalent, focusing on finance, communication, or business excellent communicator, with solid interpersonal skills detail oriented (nothing gets past you) 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. Salary information United States - Illinois - Chicago min USD 55000 - max USD 75000 /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. #J-18808-Ljbffr UBS$49.5k - $77k
...Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...SuggestedFull timeFlexible hours$52k - $93.6k
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... ...obtained within a specified timeframe if being hired into a registered job code.** ~Possesses advanced industry knowledge and an...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC’s Retail Banking organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$95k - $100k
.../yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct... ...of relevant work experience Familiarity with brokerage or registered investment advisory firm operations, preferably with prior...Permanent employmentFull timeWork experience placementWork at office$70k - $80k
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will... ...Experience Prior experience in a client service role at a Registered Investment Advisor (RIA) Experience with Fidelity...Full timeWork at office$65k - $75k
...were not just in the business of helping clients with their financial goals - we also... .... Position Summary: The Client Service Associate position helps to conduct the smooth operation... ...The salary will be $65,000-$75,000 un-registered and $80,000-$100,000 registered. Full-...Full timePart timeFor contractorsPrivate practiceWork at officeHome office$42.95k - $68.67k
...Lenox Advisors Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services... ...Manager's calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms....Full timeWork at office$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Hourly paySeasonal workWork at officeWork from homeDay shift$27.5 - $30 per hour
...Help develop and execute customer success plans tailored to each client’s goals and business objectives. Provide regular updates to... ...to detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating and converting...Hourly payFor contractorsWork at officeLocal area- ...Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work experience placementWork at officeFlexible hours
- ...Job Description Job Description An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with...Private practice
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- Our client, an established wealth management firm, is hiring a polished, service-minded Client Relations Associate for its Client Relations team. You'll be one of the first people clients, prospects, and callers talk to, so you'll have a direct hand in the client experience...Permanent employmentWork at officeRemote workRelocationMonday to FridayShift workAfternoon shift
$60k - $75k
The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in the day-to-day management of clients. The CRA owns everything from scheduling...Local area- ...building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the... ...Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal...Work at office
$45k - $90k
...well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor teamwithin... ...a motivated individual to join its growing team as a Client Associate-Analyst.The Client Associate-Analyst will work withour Private...Work at officeLocal area$25 per hour
The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full. Who We Are Arrive Logistics is... ...it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package- Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination...Work at office
$260k - $390k
...Job Description Job Description Registered Funds Associate Attorney Direct Counsel is seeking a Registered Funds Associate Attorney with... ...the opportunity to advise sophisticated asset management clients across the full lifecycle of registered funds, including fund...- ...ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...Immediate startRemote work
- ...DSP, ensuring precision in campaign setup, pacing coordination Consultative Account Management: Act as a technical advisor to clients, translating data into actionable growth strategies. Performance Engineering: Collaborate with Technical Account Managers to troubleshoot...
- ...Job Description Job Description Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 – $400,000+ A highly respected national law firm is seeking a Senior Private Client Associate Attorney to join its Chicago...Work at office
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
- ...Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering...Work at office
$65k - $70k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...Work at officeLocal areaRemote work2 days per week$13k - $15k
...CoinFlip and how to get started on your digital currency journey, visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company, CoinFlip! As a Client Services Associate, you will be...Full timeContract work- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering measurable growth for our partners. We believe in strategic engagement, strong market presence, and long-term value creation...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Associate. Be the first to apply!
- client success associate Chicago, IL
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client account associate Chicago, IL
- client services associate Chicago, IL
- client relationship associate Chicago, IL
- senior client service associate
- client success associate
- registered client associate
- seasonal client associate


