Deliver a best in class client experience. Elevate the teams brand. Make the partners more effective. This role sits at the intersection of client service, marketing/brand execution, and partner leverage. Youll ensure clients are well taken care of, the team is brand is delivered professionally, and partners stay focused on high value work.
What youll own: • manage client service workflows: account opening, maintenance, documentation, and follow through • keep CRM and management systems accurate, current, and reliable • prepare meeting materials, reports, and post meeting deliverables • elevate the Clear Point Partners brand through social media and digital channels (content coordination, posting support, consistency of voice and look) • maintain and refresh marketing materials; coordinate client events and campaigns • support partners with calendars, travel, expenses, and ad hoc administrative or personal tasks • proactively manage the team calendar so priorities, deadlines, and events dont slip
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 • bachelors 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
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. Thats why we place collaboration at the heart of everything we do. Because together, were more than ourselves. Want to find out more? Visit ubs.com/careers.
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.