Client Associate - Marketing

UBS • Cleveland, OH

24d • $55,000 - $75,000

About The Position

The Client Associate - Marketing role combines client service, operational execution, marketing, administrative support, and AI-enabled innovation. The position helps ensure clients receive attentive, timely service while supporting marketing and business development initiatives and executing daily priorities accurately, efficiently, and professionally. The role supports Financial Advisors and senior team members, maintains reliable systems, and develops marketing and client engagement processes using AI tools. The Cleveland Wealth Management Team at UBS serves high-net-worth individuals, families, business owners, and institutions with advice across investment management, financial planning, lending, estate planning strategies, and legacy planning.

Requirements

• Willingness to take and pass the SIE, Series 7, and Series 66 exams upon hire.
• Ability to manage multiple priorities and respond effectively to time-sensitive requests.
• Service-oriented, proactive, highly reliable, calm under pressure, collaborative, and willing to take ownership.
• Demonstrated experience using generative AI tools such as Microsoft Copilot, ChatGPT, Claude, Gemini, or similar.
• Excellent written and verbal communication skills.
• Understanding of responsible AI use, data privacy requirements, governance standards, and compliance considerations within a regulated industry.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Support the team’s brand across social media and digital channels through content coordination, posting support, and consistent voice and visual presentation.
• Maintain and refresh marketing materials, and coordinate marketing campaigns and related logistics.
• Plan, coordinate, and execute client events from concept through completion, including venue selection, logistics, attendee management, and on-site hosting.
• Support Financial Advisors and senior team members with calendars, travel, expenses, and other administrative needs.
• Keep CRM, workflow, and management systems accurate, current, and reliable.
• Use AI-powered tools to create personalized marketing content, client communications, thought leadership pieces, and event campaigns for ultra-high-net-worth individuals and families.
• Partner with Financial Advisors to develop scalable, compliant marketing programs that strengthen client relationships and deepen wallet share.
• Build AI-assisted processes for content creation, social media management, event promotion, CRM engagement, and client segmentation.
• Monitor industry trends, AI innovations, and marketing technologies to support client engagement and business development.
• Manage multiple priorities and respond effectively to time-sensitive requests.

Benefits

• UBS offers a range of competitive benefits; details are available at ubs.com/employee-benefits.
• Flexible working options when possible.
• Supportive team and opportunities to grow.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed