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Client Associate
| Company | UBS |
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| Location | Chicago, IL, USA |
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| Salary | $70000 – $80000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- Bachelor’s degree in accounting preferred
- CPA with public accounting experience is also preferred
- 2+ years working in an accounting role
- Strong organizational skills and attention to detail
- High proficiency in Microsoft Excel (can develop and maintain complex Excel spreadsheets)
- Exceptional verbal communication and writing 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
Responsibilities
- Lead the strategic implementation of client goals and objectives
- Produce 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)
Preferred Qualifications
- Fixed income experience and strong analytical skills is a plus – specifically with dealing with complex portfolio situations
