Client Associate / Executive Assistant

UBS • Winter Park, FL

2d

About The Position

The Client Associate will act in an Executive Assistant capacity and serve as the operational backbone of a Private Wealth team. The role supports administrative, client-facing, and marketing initiatives, helping the team deliver customized wealth management strategies, investment solutions, and planning services to high-net-worth and ultra-high-net-worth business owners and families. The work emphasizes collaboration, long-term relationships, and disciplined portfolio management.

The position includes coordinating the team’s calendar and travel, processing expenses for five Financial Advisors, supporting team business management and intern onboarding, maintaining marketing materials and digital channels, planning events and client gifting, and handling operations for daily client transactions. The successful candidate is proactive, detail-oriented, collaborative, and committed to an exceptional client experience.

Requirements

• Bachelor’s or Master’s degree, or equivalent, with a focus on finance, economics, or business.
• Excellent communication and interpersonal skills, including 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.

Nice To Haves

• Several years of experience in client service, analytical, or investment-related roles within the financial services industry is preferred.

Responsibilities

• Coordinate and maintain the team’s master calendar to support internal priorities and client meetings.
• Anticipate scheduling conflicts and proactively resolve them.
• Process and submit business expenses for five Financial Advisors in accordance with compliance and corporate policies.
• Work with team management to plan, coordinate, and execute travel for team members meeting clients and attending events across the country.
• Work with team management to train and onboard interns throughout the year.
• Maintain and update team marketing materials for accuracy and alignment with brand standards.
• Oversee the team’s website and LinkedIn presence, post timely updates, and manage content calendars.
• Plan, coordinate, and execute client and team events from concept to completion.
• Send client gifts and maintain inventory for client gifting.
• Support operations for daily client transactions.

Benefits

• Flexible working options when possible.
• Supportive team and opportunities to grow.

What This Job Offers

• Job Type: Full-time