Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Client Service Associate to:

• manage marketing programs for two divisions of UBS Financial Services and the Trillium Partners team, which include Wealth Management and Retirement Planning/Institutional Consulting.• responsible for developing and implementing all strategic marketing campaigns.• maintain the team website by working with internal and external resources, business management, the Broadridge web team and others to develop and maintain SEO friendly pages.• developing new business and prospecting initiatives through marketing, advertising, social media, communications and events (in-person and virtual).• creation and management of all Social Media engagement, including tracking and analyzing results to improve activity and generate business leads.• A - Z event, seminar and trade show coordination including (but not limited to): content development, communication, marketing strategy, target market, promotions, logistics, planning, budgeting registration, guest list, vendor management, invoicing, prospecting and post-event marketing/communications. • point of contact for all partnering wholesalers for event supplies and sponsorships. • set up and assist with management of webinars and virtual events, including all pre and post communication.• design and/or arrange creative execution of print and digital advertising with Advisor Marketing Central. • coordinating all efforts with design studio, legal & compliance departments.• keeping management systems up-to-date with client and prospect information.• client relationship management, pertaining to supplemental marketing materials.• oversee all client gifting including monthly gifting, one-off gifting & bi-annual gifting campaigns. Tasks include, but not limited to: gift selection, gift customization, ordering, bulk order cost negotiations, inspection, gift wrapping/note card writing, shipping & tracking. • management of the team's annual business budget, tracking of spending, and reporting of monthly expenses to UBS HR T&E (Travel & Expense). • planning team events, virtual video meetings and team building activities; maintaining an up to date team calendar.• support team's in-office and out-of-office administrative needs.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your team

You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net

worth individuals and families meet their financial goals through financial advisors who deliver products and

services specifically designed for them.

Your expertise

• ideally 2-3 years of experience in client service, within the

finance sector• 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 the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?