Client Associate
Job Reference #340479BR | Part-time (20 hours/week) | Northbrook
About the 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
About your 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.
Requirements
- 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.
Pay
The indicative gross base salary range as a full-time equivalent role: United States - Illinois - Northbrook min USD 65,000 - max USD 85,000 /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.
Schedule
Part-time (20 hours/week)