Client Experience & Brand Coordinator – Wealth Management

UBS; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS’s Clear Point Partners seeks a client service and operations professional to enhance client experiences and brand execution. You’ll collaborate across client service, marketing, and partner support to keep schedules, materials, and CRM accurate.

Bring Series 7/66 licenses, 2+ years in wealth management, strong communication, and Office/CRM proficiency. This full-time role anchors UBS’s multi-city wealth team with growth opportunities.

Qualifications

• Series 7 and Series 66 licenses required.
• 2+ years client service or operations experience in wealth management.
• Strong written and verbal communication skills.
• Attention to detail and follow-through.
• Proficiency in Microsoft Office; comfortable with CRM/workflow tools.
• Bachelor’s degree.

Responsibilities

• Deliver a best in class client experience and elevate the team’s brand.
• Make the partners more effective by supporting client service, marketing/brand execution, and partner leverage.
• 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.

Skills

Series 7 license

Series 66 license

Client service experience

Strong communication

Attention to detail

MS Office

CRM familiarity

Education

Bachelor's degree

Tools

CRM

Microsoft Office

Job description

UBS’s Clear Point Partners seeks a client service and operations professional to enhance client experiences and brand execution. You’ll collaborate across client service, marketing, and partner support to keep schedules, materials, and CRM accurate.

Bring Series 7/66 licenses, 2+ years in wealth management, strong communication, and Office/CRM proficiency. This full-time role anchors UBS’s multi-city wealth team with growth opportunities.