Joseph Schultz, Crps
About Joseph Schultz, Crps
Joseph Schultz is a Registered Client Service Associate at UBS in Chicago, IL, where he has worked since 2017. He has over a decade of experience in financial services, transitioning from roles in media and retail management.
Work at UBS
Joseph Schultz has been employed at UBS as a Registered Client Service Associate since 2017. In this role, he is responsible for providing support to clients and ensuring effective communication regarding their financial needs. His tenure at UBS spans over seven years, during which he has developed a strong understanding of client service within the financial services industry. Based in Chicago, IL, Schultz utilizes his background in communications to enhance client interactions and service delivery.
Previous Experience in Financial Services
Before joining UBS, Joseph Schultz worked at Empower Retirement as an Account Manager from 2014 to 2017. In this position, he managed client accounts and provided support to clients regarding their retirement plans. His experience at Empower Retirement contributed to his knowledge of financial products and client management, further preparing him for his current role at UBS.
Background in Media and Retail Management
Joseph Schultz began his career in media and retail management. He served as the Station Manager at 91.7 The Edge, WSUW-FM from 2012 to 2014, where he managed station operations and programming. Prior to that, he worked as an Assistant Store Manager at Jimmy John's from 2009 to 2012. This diverse background showcases his adaptability and versatility in transitioning from media and retail to financial services.
Education and Expertise
Joseph Schultz earned a Bachelor’s Degree in Communications - Electronic Media from the University of Wisconsin-Whitewater, studying from 2009 to 2014. His education provided him with a strong foundation in communication skills, which he applies in his current role in the financial services sector. This academic background supports his ability to effectively engage with clients and deliver quality service.
Career Transition and Skills
Joseph Schultz has successfully transitioned from a career in media and retail management to the financial services industry. This shift demonstrates his versatility and adaptability in professional skills. With over a decade of experience in client service and account management roles, he possesses a strong background that enhances his effectiveness in the financial sector.