Client Associate - Executive Assistant

UBS; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

UBS in New York is seeking an proactive Client Associate – Executive Assistant to support a wealth management team with calendar management, travel planning, expenses, and events. The role emphasizes reliable execution, cross-functional collaboration, and a client-focused mindset.

The team relies on meticulous scheduling, brand-aligned marketing updates, and seamless coordination of meetings with clients nationwide.

Qualifications

• Ideally 1-3 years of professional experience.
• Bachelor’s degree preferred.
• Excellent communicator, with solid interpersonal skills.
• Detail oriented (nothing gets past you).
• Proficient in Microsoft Office Suite.

Responsibilities

• 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.
• Manage the Building Security Submission for clients and guests.
• Process and submit business expenses in accordance with compliance and corporate policies.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.
• Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.
• Maintain and update the team’s marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, posting timely updates and managing content calendars.
• Plan, coordinate, and execute client appreciation events from concept to completion.
• Organize team events. Dinners, drinks, and fun activities.
• Provide the team with a detailed calendar of activities.

Skills

Excellent communicator

Detail oriented

Education

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

• 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.
• Manage the Building Security Submission for clients and guests

Job Type

Full Time

Job Reference #

344451BR

City

New York

Key Responsibilities

Calendar & Scheduling Management

• 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.
• Manage the Building Security Submission for clients and guests

Expense & Budget Administration

• Process and submit business expenses in accordance with compliance and corporate policies.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.

Travel Coordination

• Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.

Marketing & Digital Presence

• Maintain and update the team’s marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, posting timely updates and managing content calendars.

Events & Engagement

• Plan, coordinate, and execute client appreciation events from concept to completion.
• Organize team events. Dinners, drinks, and fun activities.
• Provide the team with a detailed calendar of activities

The team

The Client Associate – Executive Assistant serves 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 wealth management services.

Your Skills And Experience

• Ideally 1-3 years of professional experience
• Bachelor’s degree preferred
• Excellent communicator, with solid interpersonal skills
• Detail oriented (nothing gets past you)
• Proficient in Microsoft office Suite

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• United States - New York - New York min USD 65000 - max USD 85000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.