Client Associate / Team Client Relationship Specialist

Your role

We are seeking a highly motivated Advisor Marketing & Content Associate to support a Private Wealth Management (PWM) team focused on delivering differentiated, high quality client experiences. This role is ideal for a strong writer and organized marketer who enjoys translating complex financial ideas into clear, compelling, and compliant content that helps advisors deepen relationships and grow their business.
The ideal candidate has a strong understanding of financial services, a passion for storytelling, and a desire to partner closely with advisors to elevate their brand, voice, and outreach. This individual will play a hands on role in developing written content, supporting digital and event based marketing initiatives, and ensuring all materials align with UBS brand and regulatory standards.

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.

Your team

You’ll be working as part of a Private Wealth team that serves high net worth and ultra high net worth business owners and families. The team delivers customized wealth management strategies, investment solutions, and planning services tailored to complex client needs, with a strong emphasis on collaboration, long term relationships, and disciplined portfolio management.

Your expertise

Client Relationship Support
• Act as a day to day partner to Client Advisors / Relationship Managers in servicing new and existing client relationships
• Support proactive outreach, follow ups, and client needs resolution
• Help maintain strong, long term client relationships through consistent, high quality service
Marketing Support
• Partner with advisors to develop and execute marketing strategies that support business development, client engagement, and relationship growth
• Write, edit, and refine content for client facing communications, including thought leadership pieces, newsletters, event invitations, presentations, and website content
• Translate complex financial, investment, and planning concepts into clear, client friendly messaging
• Support the execution of digital marketing initiatives, including email campaigns
• Collaborate with internal partners (marketing, compliance, and operations) to ensure marketing initiatives are executed efficiently and in alignment with UBS policies
• Maintain a strong understanding of the financial services landscape, industry trends, and competitive positioning
• Track marketing initiatives and assist with reporting and analysis to measure effectiveness
• Manage timelines, resources, and budgets for marketing initiatives as needed
• Ensure all marketing materials adhere to UBS branding, compliance, and regulatory guidelines
Client Lifecycle & Administration
• Support end to end client lifecycle activities, including onboarding, documentation, and ongoing updates
• Assist with sensitive client management tasks such as documentation reviews, data maintenance, and internal system updates
• Coordinate internal processes so client requests are handled efficiently and accurately
Collaboration & Coordination
• Work closely with internal specialists and stakeholders to deliver integrated solutions for clients
• Establish and maintain strong working relationships across teams to support both existing clients and new opportunities
• Enable effective handoffs between relationship, product, and specialist teams
Opportunity & Service Support
• Assist with client book reviews and identification of service or business opportunities
• Support preparation for client meetings, reviews, and service interactions
• Contribute to service excellence initiatives and ongoing client engagement tracking
What Success Looks Like
• Advisors are well supported with polished, compliant, and effective written content
• Marketing initiatives feel cohesive, intentional, and aligned with the team’s brand
• Client communications are clear, professional, and differentiated
• High client satisfaction through responsive, accurate, and professional service
• Well coordinated client interactions across the team
• Reliable execution of client service and administrative processes
• Improved capacity for Client Advisors / Relationship Managers to focus on advisory and growth activities
Qualifications
• Bachelor’s degree or relevant experience in Marketing, Communications, Business, Journalism, or a related field
• Exceptional writing, editing, and proofreading skills, with a strong attention to detail
• Experience creating content for digital and client facing communications
• Knowledge of current digital marketing tools and techniques as well as knowledge and learning around AI and uses
• Excellent organizational, communication, and problem solving skills
• Ability to manage multiple projects and deadlines in a fast paced environment
• Comfortable working independently while also collaborating closely with advisors and team members
• Creative thinker with the ability to develop thoughtful, compliant, and innovative marketing solutions
• Proficiency in Microsoft Office, Copilot, and other relevant tools
• Client service and relationship management mindset
• High attention to detail and process discipline
• Ability to coordinate across multiple stakeholders
• Comfort with internal systems, documentation & client data

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.