Client Associate / Executive Assistant

UBS; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Orlando seeks a Client Associate to support a Private Wealth team serving high net worth clients. The role acts as the operational backbone, coordinating administrative, client-facing, and marketing initiatives.

Responsibilities include calendar management, travel coordination, expense processing, events, gifting, and maintaining marketing materials and online presence. Strong communication, analytical skills, and client-first mindset are required to deliver exceptional service.

Qualifications

• Several years of client service, analytical, or investment-related experience preferred.
• Bachelor's or Master's degree, or equivalent in finance, economics, or business.
• Excellent communication and interpersonal skills.
• Strong analytical and detail-oriented mindset.
• Collaborative, team-oriented mindset focused on delivering exceptional client experience.

Responsibilities

• Serve as EA to the team, handling administrative, client-facing, and marketing initiatives.
• Coordinate and maintain the team's master calendar for internal priorities and client meetings.
• Anticipate scheduling conflicts and resolve them proactively.
• Process and submit business expenses per compliance for five Financial Advisors.
• Coordinate travel for client meetings and events across the country.
• Train and onboard interns to support team needs.
• Maintain and update marketing materials to align with brand standards.
• Oversee website and LinkedIn presence, post updates, and manage content calendars.
• Plan and execute client and team events from concept to completion.
• Send client gifts and manage inventory for gifting.
• Handle daily operations for client transactions.

Skills

Client service

Analytical thinking

Investment experience

Communication skills

Education

Finance/Economics/Business degree

Job description

Job Type

Full Time

Location

Orlando, Winter Park

Responsibilities

• 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.
• 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.
• Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors.
• 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.
• 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 manage content calendars.
• 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.

Qualifications

• 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.

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.

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.