Client Associate

Are you a highly organized, detail-oriented professional who thrives on turning plans into consistent, repeatable execution? Do you want to build a career in marketing and business development within a high-performing wealth management practice?

We're looking for a Client Associate to:

• Run the team's weekly referral review and maintain the Client Referral Tracker and Opportunity Tracker, keeping every referral request and introduction documented and on schedule
• Coordinate referral, COI, and prospect outreach on the Advisor's behalf – scheduling touchpoints and preparing outreach materials and communications
• Maintain the team's centers-of-influence (COI) nurture cadence and introduction tracking
• Own the team's marketing scorecard and CRM data hygiene – logging weekly and monthly activity, tagging every new relationship with its source, and keeping records accurate and current
• Coordinate the team's content production and posting workflow with outside vendors (video, design), compliance, and the internal team
• Support event logistics for the team's client and prospect dinners and networking events – guest lists, invitations, and post-event follow-up tracking
• Manage the team's marketing materials, templates, and intellectual property library
• Collaborate with the team's relationship managers and marketing advisor to keep execution aligned with the quarterly plan

Your team

You will be working with a DC-based Private Wealth Management team serving UHNW families. We are dedicated to helping families thrive by providing a truly exceptional experience. Our team culture centers around leadership, collaboration, accountability and continuous growth. You will be surrounded by high performers, challenged, given opportunities, and encouraged to grow.
You will work closely with the team's Advisor, Relationship Managers, and outside marketing advisor to execute a defined system – this is a role built to run established processes well, with real opportunity to grow into broader business development responsibility as you build experience in the wealth management space.

Your expertise

• Bachelor's degree in business, marketing, communications, or a related field
• ideally 2–4 years of experience in marketing coordination, business development support, or client service, ideally within financial or professional services
• Highly organized with exceptional attention to detail and follow-through on recurring processes
• Strong writing skills – comfortable drafting outreach emails, social posts, and content summaries
• Proficient with CRM systems, Excel/Google Sheets, and general marketing/content tools
• Comfortable creating simple graphics and visual materials – event invitations, presentation decks, LinkedIn graphics – using tools like Canva or PowerPoint
• Comfortable using generative AI tools to support research, analysis, and documentation
• Comfortable working independently to run weekly and monthly cadences without close supervision
• Discretion and professionalism handling confidential ultra-high-net-worth client information
• Eager to learn the wealth management business and grow into greater business development scope over time

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.

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more