5 days ago
Client Associate - Marketing
UBS
Cleveland, OH (Unknown)Full time$55K/yr – $75K/yr
Marketing jobs
2 marketing jobs
Marketing jobs in the US
Marketing jobs in the US
Client Associate - Marketing
Cleveland, OH (Unknown)
$55K/yr – $75K/yrMid LevelFull time
Posted 5 days ago
Job Summary
Own and drive client service, marketing execution, and AI-enabled initiatives for ultra-high-net-worth clients, coordinating events, materials, CRM, and AI-powered content while supporting advisors.
- Own execution of client-facing programs and campaigns
- Leverage AI tools to create personalized content and efficient processes
Job Description
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.
Requirements
- 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.
UBS
3.8 Glassdoor
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.** Our awards https://www.ubs.com/awardsSocial Media Legal Terms: http://www.ubs.com/social-legal
Founded in 2005
Zurich, Zurich, CHE
118K employees (2,365 in marketing)
77% recommend to a friend
89% CEO approval
Salaries
Posted range
$55K/yr – $75K/yr
Taken straight from the job posting.
Marketing Team
Marketing Team Size
1,798 (2% of company)
Median Career Experience
13 years
Median Tenure
17.4 years
Marketing Roles Posted (Last 30 Days)
1
Funding
Total Funding
$12.6B
Last Raise
$3.3B
Post IPO Debt, 4 months ago
Funding History
- Nov 2025Post IPO Debt • $3.3B
- Sep 2025Post IPO Debt • $1.2B
- Sep 2024Post IPO Debt • $1.5B
Traffic Signals
Monthly Visitors
7.3M
Monthly Google Ads Budget
$1.3M
Traffic Source Mix
Search
37.1%
Direct
57%
Referral
4.1%
Social
1%
Paid
0.6%
Headcount Trend
Current headcount: ~118K
Links
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