Client Associate / Executive Assistant at UBS · Orlando, FL · Joined
U
Client Associate / Executive Assistant
UBS · Orlando, FL · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Team: Global Wealth Management · Source: jobright · Posted by joined-scrapper
About the role
UBS is looking for a Client Associate / Executive Assistant to support a Private Wealth team serving high-net-worth clients through administrative, client-facing, marketing, event, and daily transaction operations. The role requires strong communication, analytical skills, and a collaborative client-service mindset.
What you’ll do
Provide administrative support to the Private Wealth team
Handle client-facing interactions and requests
Support marketing and event initiatives
Manage daily transaction operations
Assist in delivering exceptional client experience
Perform operational tasks for high-net-worth clients
What you’ll need
Bachelor's or Master's degree or equivalent in finance, economics, or business
Excellent communication and interpersonal skills
Ability to clearly articulate complex financial concepts
Strong analytical and logical thinking with high attention to detail
Collaborative, team-oriented mindset
Several years of experience in client service, analytical, or investment roles preferred
Original job description
UBS is hiring a Client Associate / Executive Assistant for its Global Wealth Management team. The role supports a Private Wealth team serving high-net-worth and ultra-high-net-worth clients through administrative, client-facing, marketing, event, and daily transaction operations.Bachelor's or Master's degree, or equivalent, with a focus on finance,…