Executive Assistant & Client Services Lead — Wealth Team

UBS; Winter Park (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Orlando, FL, is seeking a Client Associate to act as the operational backbone of the Private Wealth team, supporting administrative, client-facing, and marketing initiatives across a high-net-worth client base.

You will manage the team calendar, coordinate travel and events nationwide, assist with onboarding interns, maintain marketing materials and digital content, and ensure seamless daily client transactions while upholding brand standards.

Qualifications

• Several years of experience in client service, analytical, or investment-related roles in the financial services industry preferred.
• Bachelor’s or Master’s degree, or equivalent, with a focus on finance, economics, or business.
• Excellent communication and interpersonal skills, ability to 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.

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.

Skills

Client service

Analytical thinking

Communication skills

Attention to detail

Team collaboration

Education

Bachelor’s or Master’s degree in Finance/Economics/Business

Job description

UBS in Orlando, FL, is seeking a Client Associate to act as the operational backbone of the Private Wealth team, supporting administrative, client-facing, and marketing initiatives across a high-net-worth client base.

You will manage the team calendar, coordinate travel and events nationwide, assist with onboarding interns, maintain marketing materials and digital content, and ensure seamless daily client transactions while upholding brand standards.