Registered Client Associate, (Client Experience & Marketing)

UBS; Miami (NM); On-site; USD 55,000 - 85,000; Full time

Job summary

UBS is seeking a detail-oriented professional to enhance client service workflows and support marketing and partner initiatives in a fast-paced wealth management environment. You will ensure accurate CRM data, prepare materials, and help coordinate events and campaigns.

You'll also assist senior partners with calendar management, travel, and ad hoc tasks, while maintaining a polished brand presence across digital channels. This role requires licenses, a degree, and strong communication skills.

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 Clear Point Partners 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

Communication skills

Attention to detail

MS Office & CRM proficiency

Education

Bachelor's degree

Tools

Microsoft Office

CRM tools

Job description

Job Details

Job Type: Full Time
Job Reference: 341412BR
City: Atlanta, Miami, Philadelphia

Role Overview

Deliver a best-in-class client experience, elevate the team’s brand, and make partners more effective. This role sits at the intersection of client service, marketing/brand execution, and partner leverage. You’ll ensure clients are well taken care of, the team’s brand is delivered professionally, and partners stay focused on high-value work.

Key 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 Clear Point Partners 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.

Required Qualifications

• Series 7 and Series 66 licenses.
• Ideally 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.

Nice to Have

• Experience supporting senior partners with fast-turn requests.
• Brand and marketing development.
• Exposure to marketing coordination, events, or social media execution.

Traits for Success

• Service-oriented, proactive, and highly reliable.
• Brand-aware and detail-driven.
• Calm under pressure; low ego, high ownership.

Equal Opportunity Employer

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.