Client Associate

Your role

The Client Associate will act in an Executive Assistant (EA) capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional wealth management services.

Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings.
• Anticipate scheduling conflicts and proactively resolve them.

Expense & Budget Administration
• Process and submit business expenses in accordance with compliance and corporate policies.
• Track team budget allocations, identifying cost-saving opportunities without compromising quality.

Travel Coordination
• Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.
Marketing & Digital Presence
• Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards.
• Oversee website and LinkedIn presence, posting timely updates and managing content calendars.

Events & Engagement
• Plan, coordinate, and execute client appreciation events from concept to completion.
• Manage our client gifting. Year-end holiday gifting, big life moments, and milestone birthdays.

Your team

You'll be working as part of a UBS Private Wealth Management team in San Diego. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

Key Attributes:
• Excellent communication and organizational skills to drive efficiency and collaboration.
• Relentless Optimization - Constantly seeks ways to streamline processes and enhance productivity.
• Growth - Embraces learning opportunities and drives professional development for self and team.
• Thoughtful - Anticipates needs and acts with empathy and discretion.
• Exceptional Client Experience - Places client experience at the forefront of all actions.
• Entrepreneurial Mindset - Takes initiative, brings forward new ideas, and adapts quickly to change.

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.