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Wealth Management Client Associate Impact
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-06-05
Listing for:
UBS
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
UBS is seeking a Client Associate in Chicago, IL, to support wealth management services for high net worth clients. You'll be vital in maintaining client information, preparing reports, and organizing marketing events.
The ideal candidate should have client service experience, ideally 2 to 4 years in finance, and possess series 7 and 66 licenses. Strong communication skills and proficiency in Microsoft Office Suite are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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