Private Wealth Client Associate & Executive Assistant

UBS; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS in Orlando seeks a Client Associate to support a Private Wealth team serving high net worth clients. The role acts as the operational backbone, coordinating administrative, client-facing, and marketing initiatives.

Responsibilities include calendar management, travel coordination, expense processing, events, gifting, and maintaining marketing materials and online presence. Strong communication, analytical skills, and client-first mindset are required to deliver exceptional service.

Qualifications

• Several years of client service, analytical, or investment-related experience preferred.
• Bachelor's or Master's degree, or equivalent in finance, economics, or business.
• Excellent communication and interpersonal skills.
• Strong analytical and detail-oriented mindset.
• Collaborative, team-oriented mindset focused on delivering exceptional client experience.

Responsibilities

• Serve as EA to the team, handling administrative, client-facing, and marketing initiatives.
• Coordinate and maintain the team's master calendar for internal priorities and client meetings.
• Anticipate scheduling conflicts and resolve them proactively.
• Process and submit business expenses per compliance for five Financial Advisors.
• Coordinate travel for client meetings and events across the country.
• Train and onboard interns to support team needs.
• Maintain and update marketing materials to align with brand standards.
• Oversee website and LinkedIn presence, post updates, and manage content calendars.
• Plan and execute client and team events from concept to completion.
• Send client gifts and manage inventory for gifting.
• Handle daily operations for client transactions.

Skills

Client service

Analytical thinking

Investment experience

Communication skills

Education

Finance/Economics/Business degree

Job description

UBS in Orlando seeks a Client Associate to support a Private Wealth team serving high net worth clients. The role acts as the operational backbone, coordinating administrative, client-facing, and marketing initiatives.

Responsibilities include calendar management, travel coordination, expense processing, events, gifting, and maintaining marketing materials and online presence. Strong communication, analytical skills, and client-first mindset are required to deliver exceptional service.