Description

Job Reference #
327076BR

Business Divisions
Global Wealth Management

Your role
Position Summary:
The Client Associate will act in an Executive Assistant 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.

Detailed salary information:
• New York: the salary range for this role is $70000 to $76000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Title
Client Associate - Executive Assistant

City
New York

Job Type
Full Time

Country / State
United States - New York

Function Category
Business management, administration and support, Finance

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
Core Responsibilities:
1. Calendar & Scheduling Management
- 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.
- Manage the Building Security Submission for clients and guests

2. Inbox Monitoring & Communication
- Monitor team Partner, Daniel Gerschel's, inbox for time-sensitive items and distribute actionable tasks to the appropriate team members.
- Monitor the team's group inbox for time-sensitive items and make sure the appropriate team members are addressing in a timely manner.

3. 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.

4. Travel Coordination
- Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.

5. 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.

6. Events & Engagement
- Plan, coordinate, and execute client appreciation events from concept to completion.
- Organize team events. Dinners, drinks, and fun activities.

7. Miscellaneous
- Oversee the team's licensing renewals. This includes life insurance licenses, certifications, and continuing education.
- Manage our client gifting efforts. Year end holiday gifting, big life moments, and milestone birthdays.

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 the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Salary information
US Only: The expected salary range for this role is $70000 to $76000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 327076BR

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