Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people? We're looking for someone who can provide operational support to UBS's Corporate Cash Management Team.
You will be responsible to:
- keep management systems up to date with client information
- educate clients on account services and capabilities
- help with onboarding clients and servicing large institutional relationships
- collect the right documentation for opening new accounts and service request
- Purchase and manage all money market mutual funds buy/sells for the team

Detailed salary information:
• Chicago: the salary range for this role is $65000 to $75000
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.

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.

Your team

You will be working on the operational team supporting five portfolio managers. You will actively work with the team's five traders on this 28-person team located in Chicago, IL. This role is in office five days/week.


The Corporate Cash Management Team located in our downtown Chicago office is part of Wealth Management Americas. Our team delivers separately managed, fixed income investment portfolios for corporate, institutional, and High Net Worth clients.

Your expertise

Your expertise
• SIE, series 7 and 66 licenses preferred (if not registered must obtain within 180 days)
• ideally 2-7 years of experience in client service, within the finance sector
• bachelor's degree required
• 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.

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 65000 - 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.