United States - Florida

Business development, Business management, administration and support, Management and Business Support, Marketing and Communications, Operations

Global Wealth Management

Your role

• The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives
• This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services
• Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings
• Anticipate scheduling conflicts and proactively resolve them
• Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors
• Team Business Manager support
• Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country
• Work with team management to train and onboard interns throughout the year to support team business needs
• Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards
• Oversee website and LinkedIn presence, post timely updates and managing content calendars
• Events & Engagement
• Plan, coordinate, and execute client and team events from concept to completion
• Send out all client gifts and maintain inventory for client gifting
• Operations for daily client transactions

Job Reference #

337510BR

City

Winter Park

Job Type

Full Time

Your team

You’ll be working as part of a Private Wealth team that serves high net worth and ultra high net worth business owners and families. The team delivers customized wealth management strategies, investment solutions, and planning services tailored to complex client needs, with a strong emphasis on collaboration, long term relationships, and disciplined portfolio management.

Your expertise

• Ideally several years of experience in client service, analytical, or investment related roles within the financial services industry is preferred
• Bachelor’s or Master’s degree, or equivalent, with a focus on finance, economics, or business
• Excellent communication and interpersonal skills, with the ability to clearly articulate complex financial concepts
• Strong analytical and logical thinking skills with high attention to detail
• Collaborative, team oriented mindset and commitment to delivering an exceptional client experience

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.