Client Experience & Brand Coordinator

UBS; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

UBS is seeking a proactive client service and operations professional to support wealth management activities across Atlanta, Miami, and Philadelphia. The role blends client service, brand execution, and partner support to ensure efficient workflows and polished communications.

Responsibilities include managing client service processes, maintaining CRM data, preparing meeting materials, and coordinating marketing efforts and events.

Qualifications

• Series 7 and Series 66 licenses.
• 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.

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.

Skills

Series 7

Series 66

Client service

Communication

Attention to detail

MS Office

CRM

Education

Bachelor’s degree

Tools

CRM

Microsoft Office

Job description

UBS is seeking a proactive client service and operations professional to support wealth management activities across Atlanta, Miami, and Philadelphia. The role blends client service, brand execution, and partner support to ensure efficient workflows and polished communications.

Responsibilities include managing client service processes, maintaining CRM data, preparing meeting materials, and coordinating marketing efforts and events.