Client Associate

City

Chicago

Job Type

Full Time

Country / State

United States - Illinois

Function Category

Finance

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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’ll be working in The Desai Group in Chicago, IL. With our diverse credentials and collective perspectives and the full scope of resources from a global leader in Private Wealth Management, we are solely focused on helping clients preserve their legacy and enhance its value for generations to come. As a Client Associate, you’ll play an important role in providing opportunities that embrace each client’s financial and human capital.

Your expertise

series 7 and 66 licenses (for registered CSAs only)

ideally 3 years of experience in client service, within the wealth management industry with a focus on ultra high net worth families

bachelor degree preferred

excellent communicator, with solid interpersonal skills

detail oriented (nothing gets past you)

proficient in Microsoft Office Suite

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $55000 to $70000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.