Key responsibilities

This role sits at the intersection of client service, operational execution, marketing, administrative support, and AI-enabled innovation.
As a Client Associate, you will help ensure clients receive attentive, timely service, support the team's marketing and business development initiatives, identify opportunities to leverage AI tools and automation, and ensure day-to-day priorities are executed accurately, efficiently, and professionally.
• Support the team’s brand across social media and digital channels, including content coordination, posting support, and consistency of voice and visual presentation.
• Maintain and refresh marketing materials, and coordinate client events, campaigns, and related logistics.
• Plan, coordinate, and execute client events from concept through completion, including venue selection, logistics, attendee management, and on-site hosting to deliver a best-in-class client experience.
• Support Financial Advisors and senior team members with calendars, travel, expenses, and other administrative needs.
• Keep CRM, workflow, and management systems accurate, current, and reliable.
• Leverage AI-powered tools to create personalized marketing content, client communications, thought leadership pieces, and event campaigns tailored to ultra-high-net-worth individuals and families.
• Partner with Financial Advisors to develop scalable, compliant marketing programs that strengthen client relationships and deepen wallet share.
• Build AI-assisted processes for content creation, social media management, event promotion, CRM engagement, and client segmentation.
• Continuously monitor industry trends, AI innovations, and marketing technologies to ensure the practice remains at the forefront of client engagement and business development.

The team

The Cleveland Wealth Management Team at UBS is a collaborative group of experienced professionals dedicated to delivering sophisticated wealth management solutions for high-net-worth individuals, families, business owners, and institutions. Combining deep local relationships with the global resources of UBS, our team provides comprehensive advice across investment management, financial planning, lending, estate planning strategies, and legacy planning. We are committed to a culture of excellence, teamwork, and client-first service.

Your skills and experience

• Bachelor’s degree preferred
• Willingness to take, and pass SIE, Series 7 and Series 66 exams upon hire.
• Ability to manage multiple priorities and respond effectively to time-sensitive requests.
• Service-oriented, proactive, highly reliable, calm under pressure, collaborative, and willing to take ownership.
• Demonstrated experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, or similar)
• Excellent written and verbal communication skills,
• Understanding of responsible AI use, data privacy requirements, governance standards, and compliance considerations within a regulated industry.

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 - Ohio - Cleveland min USD 55000 - max USD 75000 /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.