Client Experience & Brand Coordinator

UBS; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in the United States seeks a Client Services Coordinator to deliver a best-in-class client experience at the intersection of client service, marketing/brand execution, and partner leverage. You will ensure clients are well supported, the team’s brand is delivered professionally, and partners stay focused on high-value work.

The role requires Series 7/66 licenses, 2+ years in wealth management or financial services, strong communication, and proficiency with Microsoft Office, CRM, and

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.
• Bachelor’s degree.

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 UBS 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

Client service

Communication

Attention to detail

CRM proficiency

Office suite

Education

Bachelor’s degree

Tools

Microsoft Office

CRM systems

Workflow tools

Job description

UBS in the United States seeks a Client Services Coordinator to deliver a best-in-class client experience at the intersection of client service, marketing/brand execution, and partner leverage. You will ensure clients are well supported, the team’s brand is delivered professionally, and partners stay focused on high-value work.

The role requires Series 7/66 licenses, 2+ years in wealth management or financial services, strong communication, and proficiency with Microsoft Office, CRM, and