Northbrook, Illinois, USA
2 days ago
Registered Client Associate
Are you truly service oriented?
Do you know how to take care of people?

We’re looking for a Registered Client Associate :

• provide exceptional client service
• manage the client onboarding process by gathering the correct information and documentation required to open new accounts
• represent your team by serving as the key point of contact for operations, compliance and other stakeholders, ensuring projects are completed in a timely manner
• keep management systems up-to-date with client information
• provide daily operational support to clients, fielding calls and answering questions
• educate clients on account services and capabilities that UBS has to offer
• help with the preparation of reports and other materials for client meetings
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