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United States - Illinois
Business management, administration and support
Global Wealth Management
Job Reference #
294775BR
City
Chicago
Job Type
Full Time
Your role
We’re looking for a Registered Client Service Associate to:
• as a Registered Client Service Associate, you’ll play an important role in listening, understanding and responding to clients' needs .• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors •keep contact 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 • organize logistics of team marketing events, develop and maintain team marketing materials provide the team with a detailed calendar of activities
Your team
You’ll be working as part of Wealth Management Americas in downtown Chicago with the Berlin, Carter, Dressel Wealth Management Group . 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.
Your expertise
• ideally 3-5 years of client service experience • series 7 and 66 licensed required for Registered CSAs only • college degree is preferred focusing on business administration, economics or finance • proficient in Microsoft Office Suite and other technologies • detail and service oriented (nothing gets past you) • good written and verbal communication skills • team player with good interpersonal skills
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.
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.
#J-18808-Ljbffr
Business management, administration and support
Global Wealth Management
Job Reference #
294775BR
City
Chicago
Job Type
Full Time
Your role
We’re looking for a Registered Client Service Associate to:
• as a Registered Client Service Associate, you’ll play an important role in listening, understanding and responding to clients' needs .• enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors •keep contact 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 • organize logistics of team marketing events, develop and maintain team marketing materials provide the team with a detailed calendar of activities
Your team
You’ll be working as part of Wealth Management Americas in downtown Chicago with the Berlin, Carter, Dressel Wealth Management Group . 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.
Your expertise
• ideally 3-5 years of client service experience • series 7 and 66 licensed required for Registered CSAs only • college degree is preferred focusing on business administration, economics or finance • proficient in Microsoft Office Suite and other technologies • detail and service oriented (nothing gets past you) • good written and verbal communication skills • team player with good interpersonal skills
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.
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.
#J-18808-Ljbffr