Your role

The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team, ensuring seamless execution of administrative, client-facing, and marketing initiatives. This role requires a proactive and detail-oriented professional who embodies our core values - relentless optimization, growth, thoughtfulness, exceptional client experience, and entrepreneurial mindset - while supporting the team in delivering exceptional services.

Your team

You will be working with UBS Financial Services - specifically UBS's Corporate Cash Management Group (CCMG) in Chicago, IL. UBS's Corporate Cash Management Group specializes in delivering separately managed fixed income investment programs for institutional investors.

Your expertise

1. Calendar & Scheduling Management
Coordinate and maintain the team's master calendar, ensuring efficient time allocation for internal priorities and client meetings.
Anticipate scheduling conflicts and proactively resolve them.

2. Expense & Budget Administration
Process and submit business expenses in accordance with compliance and corporate policies for five Financial Advisors.
Track team budget allocations, identifying cost-saving opportunities without compromising quality.

3. Team Business Manager support
-Work with team management to plan, coordinate, and execute travel coordination for team members to meet with clients and attend events across the country.
Work with team management to train and onboard interns throughout the year to support team business needs.

4. Marketing & Digital Presence
Maintain and update the team's marketing materials to ensure accuracy and alignment with brand standards.
Oversee website and LinkedIn presence, post timely updates and managing content calendars.

6. Events & Engagement
Plan, coordinate, and execute client and team events from concept to completion.
Send out all client gifts and maintain inventory for client gifting.

7. Operations (35% of the role)
Work with our operations department to execute buy/sells for money market purchases, open new accounts and support operations lead to all operational duties needed by the team.

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.