Client Associate

Overview

First & Main Wealth Management Group is seeking a part-time Client & Marketing Support Team Associate to join our growing financial services team. This role is ideal for a highly organized, personable professional who enjoys supporting clients, collaborating with a team, and assisting with marketing and administrative initiatives. No financial licensing is required.

• Collaborate closely with financial advisors and team associates to support day-to-day operations
• Provide exceptional customer service to clients via phone, email, and in person
• Assist with client communications, scheduling, and follow-ups
• Support marketing efforts including event coordination, client outreach, and basic marketing materials
• Maintain organized records and assist with general administrative tasks
• Help ensure a positive, professional client experience at all touchpoints

• Prior experience in customer service, marketing, administrative support, or team-based environments
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational abilities
• Comfortable working in a collaborative, fast-paced team setting
• Proficiency with basic office technology (email, CRM systems, Microsoft Office, or similar tools)
• Professional demeanor and client-first mindset

Part Time

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.

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.

We and use AI to work smarter and more efficiently. Collaboration is at the heart of everything we do. 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.

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.