Client Relationship Specialist
ubs
administration

Job Description:

Daily Responsibilities:

Channel Coordination & Project Management � Own the marketing and event calendar for assigned Partner(s), managing timelines, milestones, and touchpoints across podcast, newsletter, social media, and event channels. � Serve as operational liaison with the external marketing team to coordinate content approvals, feedback loops, deliverable timelines, and campaign execution. � Utilize marketing platforms, CRM systems, and project management tools to streamline workflows. � Coordinate with existing Team lead for expense processing for any expenses related to marketing efforts. Event Execution Support � Manage logistics and follow-through for salons, forums, stakeholder roundtables, and invite-only workshops. � Coordinate invite lists, RSVPs, venue communications, and branded materials. � Implement post-event Standard Operating Procedures (SOPs): distribute recaps, feedback surveys, and personalized follow-ups. Audience & List Management � Maintain and segment the stakeholder�s channel-specific audience databased based on persona (e.g., founder, inheritor, woman in transition). � Assist in list hygiene, tagging, and campaign-specific segmentation. Marketing Asset Deployment � Work closely with UBS marketing team to prepare compliant marketing assets for internal and external distribution (LinkedIn, email). � Manage publishing calendars for podcast and newsletter cadence, ensuring alignment with campaign themes and events. Content Workflow Oversight � Coordinate podcast production process (guest logistics, scripts, release schedule). � Track newsletter performance metrics and suggest timing at refinements based on data. Accountability & Communication � Provide weekly check-ins with assigned Parter(s) and internal stakeholders to track process, flag issues, and ensure follow-through. � Maintain a �Client Whisper� log to capture relationship details, preferences, and insights for future personalization.

Job Requirements:

Skills & Experience � ideally 2+ years in a marketing coordination, events, or communications role. � Exceptional organizational skills and calendar management proficiency. � Familiarity with email platforms, podcast workflows, and CRM list segmentation (Excel proficiency required; Dynamics 365 a plus). � Strong written and verbal communication skills. � Experience working within compliance-heavy environments is highly desirable. � Professional poise and discretion when handling UHNW prospect data and communications. Additional Skills (not required but desirable) � Experience in luxury, private wealth, or boutique financial services. � Background supporting senior executives or founder-centric communities. � Passion for checklists, project boards, and making others shine. What Success Looks Like � Consistent cadence of content and events without last-minute scrambling. � Achience consistent growth in audience engagement and prospect pipeline. � Maintain 100% compliance with UBS and regulatory standards. � Smooth, well-documented event and content production workflows. � No missed deadlines, no dropped leads, and steady growth in prospect engagement. � Stakeholders show up as visible, thoughtful, and strategic voices for their channels while you run the machine behind them. � Receive regular feedback and recognition for your contributions, with opportunities to present results to leadership.

Compensation:

Stamford: the salary range for this role is $70000 to $105000

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

N/A

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