Executive Assistant & Client Operations Partner

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

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.