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Client Associate

3 months ago

Chicago, Illinois, United States tapwage Full time
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Your role

Expected to lead the strategic implementation of client goals and objectives.

Responsible for producing quality and timely monthly performance and earnings reports for clients.


Daily monitoring of portfolios and compliance with respect to alignment with active investment policy guidelines and consistency with client objectives.

Collaborate with the portfolio managers, trading, operations and marketing departments.

Own and lead special projects and client related requests (includes portfolio / performance analysis, audit requests).

Your team

You will be working for UBS Financial Services, Inc., specifically UBS' Corporate Cash Management Group in Chicago. We specialize in delivering separately managed fixed income investment programs for institutional investors.


Salary & Bonus will be commiserate with skill, performance, contribution; a merit-based compensation approach – total annual compensation, although not guaranteed, can range from $70,000 to $90,000.

Your expertise


The successful candidate should be eager to learn, results orientated, a self-starter, motivated, independent, goal-oriented, and have a high standard of excellence.

Bachelor's degree in accounting preferred, CPA with public accounting experience is also preferred.

2+ years working in an accounting role preferred

Must obtain the SIE, Series 7 and Series 66 within one year of employment

Strong organizational skills and attention to detail, ability to balance multiple priorities in a 'fast paced' dynamic environment.


Actions should be accompanied by a sense of urgency and purpose with demonstrated ability to 'roll-up' sleeves and work in a collaborative, scalable fashion.

Fixed income experience and strong analytical skills is a plus – specifically with dealing with complex portfolio situations.

High proficiency in Microsoft Excel (can develop and maintain complex Excel spreadsheets)

Exceptional verbal communication and writing skills. Ability to convey thoughts clearly and communicate pertinent complex information in a clear and organized manner.

Apply independent critical thinking skills.

Ability to prioritize and multi-task in a fast-paced environment.

Strong problem-solving skills and diligent attention to detail

Continually seeking opportunities for efficiency and automation

Natural inclination for customer service

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

This role requires an assessment on application.

Learn more about how we hire:
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.

Client Associate | UBS - Experienced professionals - job boards