Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Client Associate & Executive Assistant

UBS

UBS in Orlando seeks a Client Associate to support a Private Wealth team serving high net worth clients. The role acts as the operational backbone, coordinating administrative, client-facing, and marketing initiatives. Responsibilities include calendar management, travel coordination, expense processing, events, gifting, and maintaining marketing materials and online presence. Strong communication, analytical skills, and client-first mindset are required to deliver exceptional service. #J-18808-Ljbffr UBS

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Associate & Executive Assistant in Orlando, FL vacancy
  •  ...Location Orlando, Winter Park Responsibilities The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of...  ...experience. Team You’ll be working as part of a Private Wealth team that serves high net worth and ultra high net... 
    Suggested
    Full time

    UBS

    Orlando, FL
    3 days ago
  •  ...Merrill Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Suggested
    Internship
    Work at office
    Flexible hours
    Day shift

    Bank of America

    Winter Park, FL
    2 days ago
  •  ...Registered Private Wealth Client Associate Lake Mary, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lake Mary, FL
    1 day ago
  •  ...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...and Financial Advisor (FA) requests Assists with ensuring practices are in... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lake Mary, FL
    1 day ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...client and Financial Advisor (FA) requests Assists with ensuring practices are in... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    National Black MBA Association

    Winter Park, FL
    4 days ago
  • Merrill Wealth Management is seeking a client service associate in-office role in Winter Park, FL. You will support Financial Advisors, ensuring timely, accurate client materials and responsive service aligned with enterprise objectives. Ideal candidates demonstrate a client... 
    Work at office

    National Black MBA Association

    Winter Park, FL
    4 days ago
  • UBS in Orlando, FL, is seeking a Client Associate to act as the operational backbone of the Private Wealth team, supporting administrative, client-facing, and marketing...  ...calendar, coordinate travel and events nationwide, assist with onboarding interns, maintain marketing... 

    UBS

    Winter Park, FL
    3 days ago
  • UBS in Orlando, FL is seeking a full-time Client Services Associate to support senior client advisors in delivering exceptional service to sophisticated...  ...- and ultra-high-net-worth clients and families. You will assist with account opening, onboarding, due diligence and... 
    Full time

    UBS

    Winter Park, FL
    2 days ago
  •  ...mile with us to help clients? Are you focused on the...  ...looking for a client associate to:• Help support...  ...worth clients including executives, business owners,...  ...distributions, etc.)• Assist with account opening,...  ...ll be working with a Private Wealth Team located in Winter... 
    Work at office
    Flexible hours

    UBS

    Orlando, FL
    16 hours ago
  • A financial planning firm in Orlando, Florida is seeking a Client Service Manager with over 10 years of experience. The role includes managing client relationships, assisting financial planners, and ensuring compliance with SEC requirements. This firm promotes a supportive... 

    Nashville Public Radio

    Orlando, FL
    3 days ago
  •  ...a disability and need assistance with the application,...  ...long term, profitable client relationships. The Legal...  ...with both executive partner committees and...  ...via event attendance (Association of Legal Administrators...  ...members around specific wealth topics, market developments... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Orlando, FL
    3 days ago
  • $90k - $115k

     ...Position Summary Reporting directly to the CEO, the Executive Assistant is to provide comprehensive support to the CEO, CFO, CGO and other members of the Leadership team and serve as the primary point of contact for internal and external constituencies on all matters... 
    Full time
    Work at office
    Remote work
    Relocation
    Flexible hours

    RESA Power

    Orlando, FL
    16 hours ago
  •  ...Job Description The Executive Assistant performs a variety of administrative support tasks and duties to assist in the day-to-day activities of the Senior Vice President. The Executive Assistant provides high-level administrative and operational support to ensure the... 
    Full time
    Worldwide

    Hilton Grand Vacations

    Orlando, FL
    16 hours ago
  • $52k - $70.3k

     ...Job Posting Title: Executive Assistant Req ID: 10156084 Job Description: About the Role & Team Walt Disney Imagineering is the creative force that imagines, designs, and brings to life all Disney theme parks, resorts, attractions, and cruise ships... 
    Full time
    Casual work
    Work at office
    Worldwide
    Flexible hours

    The Walt Disney Company

    Orlando, FL
    3 days ago
  • $75k - $95k

     ...coordinated. The Role Ace is hiring an Executive & Personal Assistant to the Founder who can turn changing...  ...task requires it, using the approved private system and the minimum information...  ...approver. Coordinate with employees, clients, accountants, lawyers, vendors, and personal... 
    Full time
    Work at office

    Ace Marketing Services, Inc.

    Winter Park, FL
    1 day ago
  •  ...Job Overview: Search Solution Group is seeking a Senior Executive Assistant on behalf of our client, an HR management and compliance company. This high-impact role serves as the trusted right-hand partner to the CEO and CFO, providing both strategic and operational... 

    Search Solution Group

    Orlando, FL
    3 days ago
  •  ...Office of the Secretary of the Air Force Workforce Management and Executive Services Directorate (SAF/FM). This role supports senior...  ...-date calendars for senior leadership, including Deputies and Assistant Deputies. Serve as the front line for phone calls and visitors... 
    Temporary work
    Work at office
    Monday to Friday

    U.S. Federal Solutions Inc

    Orlando, FL
    3 days ago
  •  ...provide automotive lidar sensors and solutions for advanced driver-assistance systems (ADAS) and for non-automotive applications including...  ..., interactive display modules, and consumer lidar modules. Executive Assistant As a key member of MicroVision's team, you will provide... 
    Local area
    Remote work
    Flexible hours

    Microvision

    Orlando, FL
    2 days ago
  •  ...Executive Assistant Full‑time Admin Office, Orlando, FL, US 8 days ago | Requisition ID: 1006 About Ronald McDonald House Charities® of Central Florida Ronald McDonald House Charities® of Central Florida finds, creates, and supports programs that directly improve the health... 
    Full time
    Monday to Friday
    Flexible hours
    Shift work
    Day shift
    Afternoon shift

    Ronald McDonald House Charities of Central Florida

    Orlando, FL
    1 day ago
  •  ...facility includes a spacious office area, five production clean rooms, high-bay area and ERP integrated warehouse. Job Summary The Executive Assistant to the President & CEO, CFO, COO, BD Director and HR Director, provides high-level administrative, strategic, and operational... 
    Work at office
    Shift work

    C4 Advanced Tactical Systems

    Orlando, FL
    1 day ago
  •  ...Hillpointe, a real estate development and investment firm, seeks an Executive Assistant to provide high-level administrative support to senior leadership in a fast-paced environment. The role manages calendars, coordinates travel, prepares agendas and reports, drafts communications... 

    Hillpointe

    Winter Park, FL
    1 day ago
  •  ...level secretariat and administrative support to the Office of the Office of the Secretary of the Air Force Workforce Management and Executive Services Directorate (SAF/FM). This role supports senior leaders at the Pentagon and involves regular interaction with general... 
    Work at office

    U.S. Federal Solutions Inc

    Orlando, FL
    3 days ago
  • $25 - $31 per hour

     ...Executive Assistant, Winter Park FL – Immediate Contract to Hire Jobot Consulting is hosting this position. This opportunity is available...  ...Adobe Acrobat, and Social Media web platforms. Qualifications Associates or Bachelor’s degree in Business Administration,... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Jobot Consulting

    Winter Park, FL
    2 days ago
  •  ...Executive Assistant Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving... 
    Live in
    Work at office
    Local area

    LHI Lennar Homes LLC

    Orlando, FL
    1 day ago
  •  ...Ace Marketing Services, Inc. in Winter Park, Florida is seeking an Executive & Personal Assistant to the Founder to protect his time, organize moving pieces, and ensure follow‑through with discretion. You will work alongside Enzo, the AI executive assistant, while the... 
    Full time

    S27a

    Winter Park, FL
    4 hours ago
  •  ...achieving results, and continuous learning, our award-winning company, Park Square Homes , has an opportunity for a talented Executive Assistant to join our team. Known for our entrepreneurial spirit, we have a strong culture rooted in trust, integrity, open communication... 
    Work at office

    Park Square Homes

    Orlando, FL
    2 days ago
  •  ...Hedrick Brothers Construction Co., Inc. seeks an Executive Assistant to support the COO in a fast-paced, in-office role across HBC and HBD. You will own the COO’s calendar, arrange travel, prepare documents, and handle confidential matters with discretion. This role requires... 
    Work at office

    Hedrick Brothers Construction Co., Inc.

    Winter Park, FL
    5 hours ago
  •  ...The Executive Assistant provides high-level administrative and operational support to the North America Managing Director while ensuring the efficient day-to-day operation of the Orlando Corporate Office. Approximately 60% of the role will support the SVP/Managing Director... 
    Work at office

    Merlin Entertainments

    Orlando, FL
    3 days ago
  •  ...We are seeking a proactive and highly organized Executive Administrative Assistant to support the President and help drive day-to-day operations. This role is a trusted partner responsible for managing priorities, coordinating activities, and ensuring effective communication... 
    Full time
    Work at office

    Harris Civil Engineers

    Orlando, FL
    2 days ago
  •  ...We are looking for an exceptional Executive Assistant / Chief of Staff to serve as a trusted right hand to a senior executive. This is not...  ...problems. Coordinate meetings involving internal teams, clients, partners, family members, and other stakeholders. Ensure... 
    Immediate start
    Shift work

    Quest Group Executive Search and Staffing Solutions

    Orlando, FL
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Client Associate & Executive Assistant. Be the first to apply!