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Client Service Associate

UBS Financial Services Inc.

in Chicago IL

Your role

  • Responsible for generating new business opportunities and managing plan participants.
  • Primary contact for new and existing clients, developing targeted communication to Plan Sponsors' investment and record-keeping platforms.
  • Responsible for developing formal communication proposals for new business development.
  • Build customer relationships and gain loyalty by listening, understanding, and responding to clients' needs.

Your team

A Corporate Retirement Services Team is seeking a talented and experienced professional who is in search of a challenging and rewarding work environment in Downtown Chicago.

Your experience and skills:

  • A passion for the financial markets and working with people.
  • Enjoys speaking in front of an audience
  • An in-depth understanding of how a 401(k) works, including Plan provisions and their interpretations.
  • An in-depth understanding of qualifying distributable events, and 402(g) limits, employer match and vesting schedules.
  • A Bachelor's Degree with Business or Marketing Major
  • A Series 7/66 license or Willing to Obtain in First six months

What we offer

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

How to Apply

Send Resumes to:  daniel.dougherty@ubs.com


This ad has been viewed 687 times. It expires on 6/19/2018.

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