Client Associate

Your role 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 plan team marketing events and maintain marketing materials provide the team with a detailed calendar of activities Job Type Full Time Job Reference # 338532BR City Chicago Your team You’ll be working 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 as part of a highly collaborative, Private Wealth Management Team, Peter Errett Van Nice based in Chicago, IL. Your expertise series 7 and 66 licenses ideally 2 to 4 years of experience in client service, within the finance sector bachelor degree preferred, focusing on finance and business administration excellent written and verbal communication skills detail oriented (nothing gets past you) proficient in Microsoft Office Suite team player and strong interpersonal skills Salary information United States-Illinois-Chicago min USD 70000 – max USD 76000/annum 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