Registered Client Associate, (Client Experience & Marketing)

City

Atlanta, Miami, Philadelphia

Job Type

Full Time

Country / State

United States - Florida, United States - Georgia, United States - Pennsylvania

Function Category

Business management, administration and support

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.

Disclaimer / Policy statements

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.

Your team

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

Your expertise

Required
•Series 7 and Series 66 licenses
•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

Nice to have
•experience supporting senior partners with fast turn requests
•brand and marketing development
•exposure to marketing coordination, events, or social media execution

Traits that succeed here
•service-oriented, proactive, and highly reliable
•brand-aware and detail-driven
•calm under pressure; low ego, high ownership

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.