Registered Client Associate, (Client Experience & Marketing)

UBS; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

UBS is seeking a proactive client service and operations professional to support wealth management activities across Atlanta, Miami, and Philadelphia. The role blends client service, brand execution, and partner support to ensure efficient workflows and polished communications.

Responsibilities include managing client service processes, maintaining CRM data, preparing meeting materials, and coordinating marketing efforts and events.

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.

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

Series 7

Series 66

Client service

Communication

Attention to detail

MS Office

CRM

Education

Bachelor’s degree

Tools

CRM

Microsoft Office

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.