Client Associate - Executive Assistant

Role

The Executive Assistant (EA) serves 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 core values such as relentless optimization, growth, thoughtfulness, exceptional client experience, and an entrepreneurial mindset while supporting the team in delivering exceptional wealth management services.

Your team

At UBS, we recognize that our people drive our success. We are committed to diversity, collaboration, and empowering our employees with opportunities to grow, flexible working options when possible, and a supportive culture. We aim to use AI to work smarter and more efficiently, and we value teamwork and inclusion. If you need reasonable accommodations during recruitment, you can contact us.

Responsibilities

• Calendar & Scheduling Management
  • Coordinate and maintain the team’s master calendar, allocating time for internal priorities and client meetings.
  • Anticipate scheduling conflicts and resolve them proactively.
  • Manage Building Security Submissions for clients and guests.
• Inbox Monitoring & Communication
  • Monitor the team Partner, Daniel Gerschel’s inbox for time-sensitive items and distribute actionable tasks to the appropriate team members.
  • Monitor the team’s group inbox and ensure timely responses by the appropriate team members.
• Expense & Budget Administration
  • Process and submit business expenses in compliance with policies.
  • Track team budget allocations and identify cost-saving opportunities without compromising quality.
• Travel Coordination
  • Plan, coordinate, and execute travel for team members to meet with clients across the country.
• Marketing & Digital Presence
  • Maintain and update the team’s marketing materials for accuracy and brand alignment.
  • Oversee website and LinkedIn presence, post timely updates, and manage content calendars.
• Events & Engagement
  • Plan, coordinate, and execute client appreciation events from concept to completion.
  • Organize team events, including dinners, drinks, and activities.
• Miscellaneous
  • Oversee licensing renewals (life insurance licenses, certifications, continuing education).
  • Manage client gifting efforts for year-end holidays, major life moments, and milestone birthdays.

Your expertise

• Excellent communication and organizational skills to drive efficiency and collaboration.
• Relentless optimization — constantly seeks ways to streamline processes and enhance productivity.
• Growth — embraces learning opportunities and drives professional development for self and team.
• Thoughtful — anticipates needs and acts with empathy and discretion.
• Exceptional client experience — places client experience at the forefront of all actions.
• Entrepreneurial mindset — takes initiative, brings forward new ideas, and adapts quickly to change.

About us

UBS is a leading global wealth manager and a premier universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide. We emphasize collaboration and the idea that great work is achieved together. To learn more, visit ubs.com/careers.