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Registered Client Associate - Finance & Client

Job in Northbrook, Cook County, Illinois, 60065, USA
Listing for: UBS
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Registered Client Associate - Finance & Client Experience

UBS in Northbrook, Illinois is seeking a Registered Client Associate to serve as the first point of contact for clients. The ideal candidate will have strong interpersonal skills and attention to detail, assisting clients with their everyday needs.

The role includes supporting financial advisors, maintaining client information systems, and educating clients on account services. Candidates must possess Series 7 and 66 licenses and 5+ years in client service within the finance sector.

Competitive benefits are offered.

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Position Requirements
10+ Years work experience
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