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 services.
Detailed salary information:
• Chicago: the salary range for this role is $60,000 to $70,000 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.
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.
Expense & Budget Administration
Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors. Track team budget allocations, identifying cost-saving opportunities without compromising quality.
Team Business Manager support
Marketing & Digital Presence
Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards. Oversee website and LinkedIn presence, post timely updates and managing content calendars.
Events & Engagement
Plan, coordinate, and execute client and team events from concept to completion. Send out all client gifts and maintain inventory for client gifting.
Operations (35% of the role)
Work with our operations department to execute buy/sells for money market purchases, open new accounts and support operations lead to all operational duties needed by the team.
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.
You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering separately managed fixed income investment programs for institutional investors.