Client Associate​/Executive Assistant

Responsibilities

• Act in an Executive Assistant capacity as the operational backbone of the team, supporting administrative, client‑facing, and marketing initiatives.
• Coordinate and maintain the team’s master calendar; anticipate and resolve scheduling conflicts.
• Process and submit business expenses in compliance with corporate policies for five Financial Advisors.
• Support the Team Business Manager and plan, coordinate, and execute travel arrangements for team members.
• Train and onboard interns throughout the year to support business needs.
• Maintain and update marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and Linked In presence; manage content calendars and post timely updates.
• Plan, coordinate, and execute client and team events from concept to completion; send out client gifts and maintain gifting inventory.
• Operate daily client transactions.

• Several years of experience in client service, analytical, or investment-related roles within the financial services industry.
• Bachelor’s or Master’s degree (or equivalent), with a focus on finance, economics, or business.
• Excellent communication and interpersonal skills; ability to clearly articulate complex financial concepts.
• Strong analytical and logical thinking skills with high attention to detail.
• Collaborative, team‑oriented mindset and commitment to delivering an exceptional client experience.

Location: Winter Park

Job Type: Full Time

Reference: 337510

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.