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
$49.5k - $77k
...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...SuggestedFull timeFlexible hours$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC 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...SuggestedFull timeFlexible hours- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage...SuggestedFull timeTemporary workPart timeWork experience placementWork 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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$70k - $80k
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will... ...Experience Prior experience in a client service role at a Registered Investment Advisor (RIA) Experience with Fidelity...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$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$65k - $75k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help... ...Base Pay Salary: The salary will be $65,000-$75,000 un-registered and $80,000-$100,000 registered. Full-Time/Part-Time: Full...Full timePart timePrivate practiceWork at officeHome 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
- ...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
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...120 days as a condition of employment If you were registered after October 1, 2018, you must also have a valid and active...
$81.13k - $164.57k
...innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice.Responsibilities:Accountable...Work at officeLocal areaRelocationRelocation package$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$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$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 A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...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
$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- Essential Functions Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.... ...presentation and meeting materials with Client Communications Associate Troubleshoot client issues promptly and effectively. Support...Work experience placementWork 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 payWork experience placementSeasonal 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 area- ...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- 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...Flexible hours
- ...ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...Immediate startRemote work
- ...Job Description 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 onboarding...Temporary work
- ...DSP, ensuring precision in campaign setup, pacing coordination Consultative Account Management: Act as a technical advisor to clients, translating data into actionable growth strategies. Performance Engineering: Collaborate with Technical Account Managers to troubleshoot...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
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