Registered Client Associate, (Client Experience & Marketing)
UBS•Atlanta, GA
About The Position
This role sits at the intersection of client service, marketing/brand execution, and partner leverage. You’ll ensure clients are well taken care of, the team is brand is delivered professionally, and partners stay focused on high value work. The Clear Point Partners team is a 12-person wealth management team at UBS serving ultra-high net worth founders, entrepreneurs, and multi-generational families across multiple cities.
Requirements
- Series 7 and Series 66 licenses
- Ideally 2+ years of client service or operations experience in wealth management or financial services
- Strong written and verbal communication skills
- Exceptional attention to detail and follow through
- Proficiency in Microsoft Office; comfort with CRM and workflow tool
- Bachelor’s degree
Nice To Haves
- Experience supporting senior partners with fast turn requests
- Brand and marketing development
- Exposure to marketing coordination, events, or social media execution
Responsibilities
- Manage client service workflows: account opening, maintenance, documentation, and follow through.
- Keep CRM and management systems accurate, current, and reliable.
- Prepare meeting materials, reports, and post-meeting deliverables.
- Elevate the Clear Point Partners brand through social media and digital channels (content coordination, posting support, consistency of voice and look).
- Maintain and refresh marketing materials; coordinate client events and campaigns.
- Support partners with calendars, travel, expenses, and ad hoc administrative or personal tasks.
- Proactively manage the team calendar so priorities, deadlines, and events don’t slip.
Benefits
- Flexible working options when possible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
