Client Associate
$65k - $85kUBS
City Northbrook Job Type Part Time Location United States - Illinois Function Category Finance 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. The team You’ll be working with a team in the Northbrook office as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in team efficiency and relationship management. Your skills and experience ideally 5+ years of experience in client service, within the finance sector bachelor's degree or equivalent preferred excellent communicator, with top-notch interpersonal skills analytical and logical team player 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 Summary Posted to Talent Gateway The indicative gross base salary range as a full-time equivalent role: United States - Illinois - Northbrook min USD 65000 - max USD 85000 /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. #J-18808-Ljbffr
$27.4 - $33.65 per hour
...About Blue Trust For more than 45 years, Blue Trust advisors have applied biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $60 billion in assets under...SuggestedHourly payFull timeWork at office$24 - $28 per hour
...Client Service Associate Our Northbrook, IL office has an exciting opportunity for a Client Service Associate! As the primary point of contact for clients, this role is instrumental in fostering a welcoming office environment and delivering an exceptional client experience...SuggestedHourly payTemporary workPart timeWork at officeFlexible hoursNight shift$26.93 - $37.02 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL Glenview, IL, United States Locations 990 River Dr, Glenview, IL, 60025, US Job Schedule Full time Base Pay/Salary Glenview,IL $26.93-$37.02 Job Description At J.P. Morgan Chase, we have...SuggestedFull time- JPMorgan Chase & Co. in Glenview, IL is seeking a Private Client Investment Associate within Wealth Management. You will deliver client service, support advisors, and manage day-to-day operational tasks, including account openings, money movements, and investment trades...Suggested
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...SuggestedWeekend workAfternoon shift
$21 - $24 per hour
...Client Relations Associate At Klein Tools, curiosity powers discovery, ownership inspires excellence, and urgency means we run towards opportunities. We deliver quality and innovation in everything we do, designing and launching hundreds of groundbreaking products...Shift work- JPMorgan Chase & Co. in Wilmette, IL seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will deliver client service, handle operational requests, and assist in wealth planning for client relationships. Responsibilities...
- ...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....Seasonal workWork at officeWork from homeShift workDay shift
$15.4 - $27 per hour
...Client Service Professional / Receptionist As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming... ...innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected...Minimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift- ...Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and... ...increasing wealth. Position Summary: The Client Service Associate position helps to conduct the smooth operation of a fast-paced...Full timePart timePrivate practiceWork at officeHome office
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- ...ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...tax solutions for each individual client?As the Tax Senior Associate within our private client team, you will be:Preparing individual...Immediate startRemote work
- ...: We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Skokie, IL office. The CSA will join a highly talented team of wealth management and client service professionals that service the investment...Full timeWork at office
- An established industry player is seeking passionate individuals for an entry-level Client Services Account Manager role. This position offers a fantastic opportunity to develop exceptional customer service skills while working in a casual environment. You'll be trained...Casual work
- Kestra Holdings in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and manage day-to-day operations. You will be a primary contact for clients, ensuring accuracy, responsiveness, and compliance in all interactions...
- Mowery & Schoenfeld, LLC is seeking a Client Advisory Services (CAS) Senior Associate to join our CAS Advisory team in Lincolnshire, IL. The role targets candidates with 3+ years of accounting experience, CPA eligibility, and strong client service skills. Responsibilities...
- J.P. Morgan Chase in Arlington Heights, IL seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings, transfers, and trades with precision. You will help review...
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...
$44k - $66k
...Wealth 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...Full timeFlexible hours$170k - $190k
UL Solutions is seeking a practical, business‑minded Counsel to support the company’s sourcing and sales teams. This attorney will partner closely with sourcing and sales and other stakeholders (e.g., Finance, Operations, Marketing, HR) to lead and execute inbound commercial...Full timeContract workFor subcontractorWork at officeLocal area3 days per week- ...1031 Exchange, and Wealth Management. The successful candidate will be responsible for managing and overseeing all aspects of our clients' estate planning and trust administration needs. You will provide strategic advice, draft and review documents, and ensure compliance...Permanent employmentLocal area
$110k
...grow, we are opening one position for an experienced Family Law Associate Attorney or Litigator. Starting salary $110,000 or above (... ...its best while continuing to provide exceptional service to our clients. This position is ideal for an attorney who enjoys litigation,...Work at officeRemote workRelocation packageFlexible hours- ...Description Strauss Malk & Feder LLP is seeking a Trusts & Estates associate attorney to join our growing estate planning group. This is an... ...and estate administration matters from start to finish. Advise clients on estate planning strategies, including tax minimization,...
$150k - $200k
...safety program, and more. With an experienced, in-house design team, we deliver a synchronized communication style with consultants and clients alike throughout all phases of construction and design, thus offering a distinct building process that most other General...For contractorsFor subcontractorLocal area$129.25k - $170k
...effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile,... ..., passionate, and communicative. Michael D. Gallo & Associates, insurance staff counsel for State Farm Insurance Companies, is...Full timeWork at officeLocal areaImmediate start$16.5 per hour
Job Title Location 161 N Waukegan Rd, Northfield, IL, 60093, United States Base Pay $16.50 / Hour Other Compensation +tips Job Category Retail Industry Retail, Customer Service, Cannabis Employee Type Full-Time Non-Exempt Required Degree High school...Full timeNight shiftWeekend work- ...Description Jotkus Law Group is a boutique firm concentrating on Real Estate, Business Transactions, and Estate Planning. The firm assists clients with commercial purchases and sales of residential and commercial commercial leases and contracts, estate planning, and related...Full time
- ...Job Overview A law firm seeks an Associate Attorney to join their team in various locations across the United States. This role involves... ...and collaboration with experienced attorneys. Duties Represent clients in foreclosure, bankruptcy, replevin, and related court proceedings...Temporary work
$120k
...rated attorney Steve Rakowski and a skilled team, the firm helps clients navigate issues such as divorce, parenting responsibilities,... ...make a meaningful impact on families’ lives. Role Description The Associate Attorney will be a full-time, on-site team member based in...Full timeInternship- Patient Care Advocate The Patient Care Advocate (PCA) is responsible for delivering an exceptional customer experience. This role ensures all sales are compliant with state regulations and that customer needs are heard and met throughout the sales process. This position...Full timeTemporary workWork at officeFlexible hoursNight shift
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