Registered Client Associate; Client & Marketing

Job Details

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

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.

• 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.

• 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.

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

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

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.