Wealth Client Experience & Brand Coordinator

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

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.