Registered Client Associate, (Client Experience & Marketing)

UBS; Philadelphia (Philadelphia County); On-site; USD 70,000 - 120,000; Full time

Job summary

UBS in Philadelphia is seeking a results-driven professional to join the client service and marketing team. You’ll operate at the intersection of client care, brand execution, and partner leverage, ensuring a premier client experience and strong support to senior partners.

In this full-time role, you’ll manage workflows, keep CRM and systems accurate, prepare meeting materials, coordinate events, and refresh marketing content.

Qualifications

• 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 tools.
• Bachelor’s degree; Series 7 and Series 66 licenses.

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 brand through social media and digital channels.
• Maintain and refresh marketing materials; coordinate client events and campaigns.
• Support partners with calendars, travel, expenses, and ad hoc tasks.
• Proactively manage the team calendar to keep priorities and deadlines on track.

Skills

Client service

Communication

Attention to detail

Brand development

AI tools

Education

Bachelor's degree

Tools

CRM software

Microsoft Office

Workflow tools

Job description

Key Responsibilities

Deliver a best in class client experience. Elevate the team’s brand. Make the 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 is brand is delivered professionally, and partners stay focused on high value work.

Job Type

Full Time

Job Reference #

343810BR

City

Philadelphia

Key Responsibilities

Deliver a best in class client experience. Elevate the team’s brand. Make the 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 is brand is delivered professionally, and partners stay focused on high value work.

What you’ll own:

• 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

The team

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

Your Skills And Experience

• 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
• Series 7 and Series 66 licenses
• experience supporting senior partners with fast turn requests
• brand and marketing development
• exposure to marketing coordination, events, or social media execution
• versed and comfortable with AI tools

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

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.