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Client Associate

United States - Illinois, Finance, Global Wealth ManagementPosted Aug 28, 2026

Job description

We’re looking for a 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
  • Part-time (20 hours/week)

Description copied from UBS's careers page. Read the full posting before you apply.

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