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
$30.77 - $45.67 per hour
...About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Assist financial...SuggestedOngoing contractWork experience placementWork at officeImmediate start$25 - $45 per hour
...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 paySeasonal workWork at officeWork from homeShift workDay shift$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- ...Wealth Management Client Associate Chicago, Illinois To proceed with your application, you must be at least 18 years of age. Acknowledge... ...of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...SuggestedWork experience placementSeasonal workWork at officeWork from homeShift workDay shift
$73.15k - $129.61k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services practice. Responsibilities...SuggestedFull timeWork experience placementWork at officeLocal areaRelocation$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$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- ...hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you will support Sr. team Members and serve as a key...Work 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
$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$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$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 homeShift workDay 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 areaFlexible hours- ...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 service, retention, and business growth...Work experience placementWork at officeFlexible hours
- ...Chemical Market Analytics. Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). About the Role: The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support...Local areaFlexible hours
$87.36k - $131.04k
Job ID: 96472556208Posted: 2026-07-13Location: 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$22.6 per hour
...Client Success Weekend Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together....Hourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageWeekend work- ...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
- ...Client Development Associate As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy reporting. Your role will be based on consultative account management with strong programmatic...
$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$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 officeRemote workWork from homeMonday to FridayFlexible hours$70k - $80k
...Client Treasury Senior Associate Chicago, Illinois, United States Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements. Essential Functions: Prepare...Full timeWork at office- 5 Legal, a Chicago-based international law firm, seeks an associate to join its Private Clients, Trust & Estates practice. Ideal candidates have 3-5 years of experience across wills, trusts, and related areas, including drafting documents, structuring tax-efficient transactions...Private practice
$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$260k - $390k
...Registered Funds Associate Attorney Direct Counsel is seeking a Registered Funds Associate Attorney with 36 years of experience to join a leading... ...the opportunity to advise sophisticated asset management clients across the full lifecycle of registered funds, including...- ...company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company questionnaires. Requirements: ~ University degree preferred....
$365k - $420k
Ashurst Perkins Coie is looking for an experienced associate to join their national Private Client Services Group in Chicago. Candidates should have at least five years of relevant transactional experience in trust and estate planning and administration. Strong academic...- ...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
- ...Senior Private Client Associate Attorney A highly respected national law firm is seeking a Senior Private Client Associate Attorney to join its Chicago office. This opportunity is ideal for an attorney interested in advising high-net-worth individuals, families,...Work at office
- Pcc Community Wellness Center is looking for compassionate Registered Nurses to provide essential patient care across our Chicago health centers. This role includes both clinical and administrative responsibilities to enhance the patient experience. Registered Nurses will...
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