Wealth Client Experience & Brand Coordinator

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

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.