Your role Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
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
Your team You’ll be working in The Desai Group in Chicago, IL. For more than 20 years, exceptional families across the globe have chosen our team to help them manage their wealth for continuity. With decades of diverse experience combined with our forward thinking, we provide critical investment insight—especially in an industry that is constantly evolving. We strive to deliver bespoke opportunities that embrace our client’s financial and human capital. As a Registered Client Associate, you’ll play an important role in helping client’s preserve their legacy and enhance their value for generations to come.
Your expertise
series 7 and 66 licenses (for registered CSAs only)
ideally 3-5 years of experience in client service, within the finance sector
bachelor degree preferred, focusing on finance
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
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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Information Technology
Industries
Banking, Financial Services, and Investment Banking
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