Client Associate - Executive Assistant
- Source: Ubs
- UBS
- $65,000 to $85,000 /yr
- On-site
- New York City
- Full-Time
- Mid level
Job Description
United States - New York
Business management, administration and support, Finance
Global Wealth Management
Job Reference #
344451BR
City
New York
Job Type
Full Time
Key responsibilities
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
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.
Travel Coordination
- Plan, coordinate, and execute travel coordination for team members to meet with clients across the country.
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.
Events & Engagement
- Plan, coordinate, and execute client appreciation events from concept to completion.
-
Organize team events. Dinners, drinks, and fun activities.
- Provide the team with a detailed calendar of activities
The team
The Client Associate – Executive Assistant serves 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.
Your skills and experience
- Ideally 1-3 years of professional experience
- Bachelor’s degree preferred
- Excellent communicator, with solid interpersonal skills
- Detail oriented (nothing gets past you)
- Proficient in Microsoft office Suite
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
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.
