United States - Ohio

Client advisory / Relationship management

Global Wealth Management

Key responsibilities

The Client Associate plays a key role in supporting client relationship management, marketing initiatives, and practice operations. This individual helps strengthen client engagement through proactive outreach, event coordination, meeting management, and the preparation of client-facing materials. The ideal candidate is highly organized, detail-oriented, and committed to delivering an exceptional client experience.
• Coordinate and execute client events, seminars, appreciation programs, and marketing campaigns from planning through post-event follow-up.
• Manage advisor calendars, schedule client meetings, and coordinate meeting logistics for in-person and virtual appointments.
• Prepare meeting agendas, presentations, reports, and client review materials.
• Maintain and update marketing materials, client communications, and digital content to support business development efforts.
• Serve as a key point of contact for clients by providing responsive service, coordinating requests, and supporting ongoing relationship management.

Job Reference #

345105BR

City

New Albany

Job Type

Full Time

The team

You will be working with a Wealth Advisory Team in our New Albany office.

Your skills and experience

• Bachelor's degree preferred or equivalent professional experience.
• Active Series 7 and Series 66 licenses or willingness to acquire.
• Experience in client service, marketing, event planning, administrative support, or financial services preferred.
• Strong communication, organizational, and time-management skills.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to manage multiple priorities while maintaining a high level of accuracy and professionalism.

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

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.