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$55k - $85k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...SuggestedWork experience placementWork at office$85k
Registered Client Service Associate - Location: Chicago, IL (In‑Office) - Compensation: Up to $85,000. Our client is seeking a Registered Client Service Associate to join their growing wealth management team in Chicago. This role is ideal for a detail‑oriented professional...SuggestedWork at office$25 - $44 per hour
...Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring...SuggestedHourly payWork experience placementSeasonal workWork at officeShift 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...SuggestedWork experience placementSeasonal workWork at officeWork from homeShift workDay shift
$50k - $88k
...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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... ...be obtained within a specified timeframe if being hired into a registered job code.** Possesses advanced industry knowledge and an understanding...Seasonal workWork at officeWork from homeFlexible hoursShift workDay shift
- UBS in Chicago seeks a Registered Client Service Associate to deliver a best-in-class client experience, onboard and maintain client accounts, and perform essential administrative tasks. You will support daily processes and work with a Private Wealth Management team known...
$26.27 - $28.27 per hour
...Client Service Associate – Fixed Income Our client, a large financial services company, is seeking a Client Service Associate – Fixed Income... ...The role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and...Contract workRemote work$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...'s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms....Full timeWork at office- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
- CPS Inc. is seeking a Registered Client Service Associate to join our wealth management team in Chicago. This in‑office role supports financial advisors with day‑to‑day operations and account management, while delivering exceptional client service. Ideal candidates have...Work 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- ...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
$87.36k - $131.04k
Job ID: 98755966592Posted: 2026-08-04Location: Chicago, Illinois, United StatesSalary: $87 360,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time$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
$50k - $55k
...Job Description Job Description seoClarity is seeking a Client Success Associate (Chicago-Based) to join our growing organization and develop into a trusted partner supporting enterprise-level client relationships, onboarding initiatives, and platform adoption strategies...Casual workWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours$25 per hour
...Job Description Job Description The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full... ...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$22.6 per hour
...has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want As a Client Success Weekend Associate, you’ll be responsible for mastering the fundamentals of operational excellence. You’ll handle daily operations for...Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageWeekend work- ...Your role • 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 • Work directly with sophisticated ultra-high net worth...Work at officeFlexible hours
$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- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...Seasonal workWork at officeWork from homeShift workDay shift
$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant transactional experience in...$23.52 - $34.37 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL Join to apply for the J.P. Morgan Wealth Management - Private... ...within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active...Full time- Join JPMorganChase’s Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service... ...with coaching from senior leaders.As a Client Service Associate within the Trade & Working Capital Client Service organization,...
- ...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
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
- ...Client Onboarding Associate Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless...Temporary work
- ...division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary point of contact...Work at office
$365k - $420k
...culture that is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for a... ...before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in trust and...Full time
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