Client Associate (Tampa)

Your role

The Lead Client Service Associate is responsible for overseeing daily team operations, supporting Financial Advisors, and ensuring the Client Service Associate team functions efficiently and effectively. This role combines leadership, process management, and mentorship to drive team performance, align tasks with strategic goals, and maintain continuity across client service functions.

Key Responsibilities :

Lead daily and weekly team meetings by preparing agendas, reviewing progress, and ensuring alignment with key goals, action items, and quarterly objectives.

Manage and track team tasks through the Client Relationship Management (CRM) system by delegating assignments, setting deadlines, and ensuring timely follow-ups with Client Service Associates.

Partner with Financial Advisors to coordinate action items from Strategic and Tactical Updates, ensuring information is collected, executed, and communicated effectively.

Provide ongoing updates to Financial Advisors on task progress, completions, delays, and escalations as needed.

Collaborate with Financial Advisors to establish performance metrics for team members and support quarterly evaluations and improvement initiatives.

Engage with Client Service Associates to leverage individual strengths and interests, aligning project assignments with overall team success.

Oversee the student internship program, ensuring interns are successfully integrated, assigned responsibilities, and meeting performance expectations.

Act as the primary liaison between the team and internal departments as well as external partners, including business coaches and consultants.

Provide cross-functional support by assisting with Client Service Associate-related tasks, maintaining the knowledge required to train, guide, and step in as needed to ensure continuity of operations.

Your team

You'll be joining the Trinity Private Wealth Management team in Tampa, FL, supporting three financial advisors, two client service associates, and a rotating group of student interns. Our work delivers meaningful value to our clients by offering personalized financial strategies and providing a memorable client experience. As a Lead Client Service Associate, you'll play a key role in driving strong results and supporting the team's success.

Your expertise

Series 7 and 66 licenses (required)

Ideally 2 years of experience in client service, within the finance sector

Bachelor's degree preferred, focusing on finance

Excellent communicator and leadership skills

Organized and detail oriented (nothing gets past you)

Proficient in Microsoft Office Suite

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions : Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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.

recblid 57xseihdgqo7i68g395rjr1jyx9zls