OPT Client Associate Jobs
Client Associate jobs are well-suited for F-1 OPT students with backgrounds in finance, business, or economics. Most roles at banks, wealth management firms, and brokerage houses qualify as specialty occupations for OPT purposes, and many actively sponsor H-1B visas after OPT ends.
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Get Access To All JobsINTRODUCTION
We are seeking a highly motivated Advisor Marketing & Content Associate to support a Private Wealth Management (PWM) team focused on delivering differentiated, high quality client experiences. This role is ideal for a strong writer and organized marketer who enjoys translating complex financial ideas into clear, compelling, and compliant content that helps advisors deepen relationships and grow their business.
The ideal candidate has a strong understanding of financial services, a passion for storytelling, and a desire to partner closely with advisors to elevate their brand, voice, and outreach. This individual will play a hands-on role in developing written content, supporting digital and event-based marketing initiatives, and ensuring all materials align with UBS brand and regulatory standards.
YOUR TEAM
You’ll be working as part of a Private Wealth team that serves high net worth and ultra high net worth business owners and families. The team delivers customized wealth management strategies, investment solutions, and planning services tailored to complex client needs, with a strong emphasis on collaboration, long-term relationships, and disciplined portfolio management.
YOUR EXPERTISE
Client Relationship Support:
- Act as a day to day partner to Client Advisors / Relationship Managers in servicing new and existing client relationships
- Support proactive outreach, follow ups, and client needs resolution
- Help maintain strong, long term client relationships through consistent, high quality service
Marketing Support:
- Partner with advisors to develop and execute marketing strategies that support business development, client engagement, and relationship growth
- Write, edit, and refine content for client facing communications, including thought leadership pieces, newsletters, event invitations, presentations, and website content
- Translate complex financial, investment, and planning concepts into clear, client friendly messaging
- Support the execution of digital marketing initiatives, including email campaigns
- Collaborate with internal partners (marketing, compliance, and operations) to ensure marketing initiatives are executed efficiently and in alignment with UBS policies
- Maintain a strong understanding of the financial services landscape, industry trends, and competitive positioning
- Track marketing initiatives and assist with reporting and analysis to measure effectiveness
- Manage timelines, resources, and budgets for marketing initiatives as needed
- Ensure all marketing materials adhere to UBS branding, compliance, and regulatory guidelines
Client Lifecycle & Administration:
- Support end to end client lifecycle activities, including onboarding, documentation, and ongoing updates
- Assist with sensitive client management tasks such as documentation reviews, data maintenance, and internal system updates
- Coordinate internal processes so client requests are handled efficiently and accurately
Collaboration & Coordination:
- Work closely with internal specialists and stakeholders to deliver integrated solutions for clients
- Establish and maintain strong working relationships across teams to support both existing clients and new opportunities
- Enable effective handoffs between relationship, product, and specialist teams
Opportunity & Service Support:
- Assist with client book reviews and identification of service or business opportunities
- Support preparation for client meetings, reviews, and service interactions
- Contribute to service excellence initiatives and ongoing client engagement tracking
What Success Looks Like
- Advisors are well supported with polished, compliant, and effective written content
- Marketing initiatives feel cohesive, intentional, and aligned with the team’s brand
- Client communications are clear, professional, and differentiated
- High client satisfaction through responsive, accurate, and professional service
- Well coordinated client interactions across the team
- Reliable execution of client service and administrative processes
- Improved capacity for Client Advisors / Relationship Managers to focus on advisory and growth activities
QUALIFICATIONS
- Bachelor’s degree or relevant experience in Marketing, Communications, Business, Journalism, or a related field
- Exceptional writing, editing, and proofreading skills, with a strong attention to detail
- Experience creating content for digital and client facing communications
- Knowledge of current digital marketing tools and techniques as well as knowledge and learning around AI and uses
- Excellent organizational, communication, and problem solving skills
- Ability to manage multiple projects and deadlines in a fast paced environment
- Comfortable working independently while also collaborating closely with advisors and team members
- Creative thinker with the ability to develop thoughtful, compliant, and innovative marketing solutions
- Proficiency in Microsoft Office, Copilot, and other relevant tools
- Client service and relationship management mindset
- High attention to detail and process discipline
- Ability to coordinate across multiple stakeholders
- Comfort with internal systems, documentation & client data
About us
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
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.
DISCLAIMER / POLICY STATEMENTS
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.
LOCATION
Location: Orlando, Florida
JOB TYPE
Job Type: Full Time
INTRODUCTION
We are seeking a highly motivated Advisor Marketing & Content Associate to support a Private Wealth Management (PWM) team focused on delivering differentiated, high quality client experiences. This role is ideal for a strong writer and organized marketer who enjoys translating complex financial ideas into clear, compelling, and compliant content that helps advisors deepen relationships and grow their business.
The ideal candidate has a strong understanding of financial services, a passion for storytelling, and a desire to partner closely with advisors to elevate their brand, voice, and outreach. This individual will play a hands-on role in developing written content, supporting digital and event-based marketing initiatives, and ensuring all materials align with UBS brand and regulatory standards.
YOUR TEAM
You’ll be working as part of a Private Wealth team that serves high net worth and ultra high net worth business owners and families. The team delivers customized wealth management strategies, investment solutions, and planning services tailored to complex client needs, with a strong emphasis on collaboration, long-term relationships, and disciplined portfolio management.
YOUR EXPERTISE
Client Relationship Support:
- Act as a day to day partner to Client Advisors / Relationship Managers in servicing new and existing client relationships
- Support proactive outreach, follow ups, and client needs resolution
- Help maintain strong, long term client relationships through consistent, high quality service
Marketing Support:
- Partner with advisors to develop and execute marketing strategies that support business development, client engagement, and relationship growth
- Write, edit, and refine content for client facing communications, including thought leadership pieces, newsletters, event invitations, presentations, and website content
- Translate complex financial, investment, and planning concepts into clear, client friendly messaging
- Support the execution of digital marketing initiatives, including email campaigns
- Collaborate with internal partners (marketing, compliance, and operations) to ensure marketing initiatives are executed efficiently and in alignment with UBS policies
- Maintain a strong understanding of the financial services landscape, industry trends, and competitive positioning
- Track marketing initiatives and assist with reporting and analysis to measure effectiveness
- Manage timelines, resources, and budgets for marketing initiatives as needed
- Ensure all marketing materials adhere to UBS branding, compliance, and regulatory guidelines
Client Lifecycle & Administration:
- Support end to end client lifecycle activities, including onboarding, documentation, and ongoing updates
- Assist with sensitive client management tasks such as documentation reviews, data maintenance, and internal system updates
- Coordinate internal processes so client requests are handled efficiently and accurately
Collaboration & Coordination:
- Work closely with internal specialists and stakeholders to deliver integrated solutions for clients
- Establish and maintain strong working relationships across teams to support both existing clients and new opportunities
- Enable effective handoffs between relationship, product, and specialist teams
Opportunity & Service Support:
- Assist with client book reviews and identification of service or business opportunities
- Support preparation for client meetings, reviews, and service interactions
- Contribute to service excellence initiatives and ongoing client engagement tracking
What Success Looks Like
- Advisors are well supported with polished, compliant, and effective written content
- Marketing initiatives feel cohesive, intentional, and aligned with the team’s brand
- Client communications are clear, professional, and differentiated
- High client satisfaction through responsive, accurate, and professional service
- Well coordinated client interactions across the team
- Reliable execution of client service and administrative processes
- Improved capacity for Client Advisors / Relationship Managers to focus on advisory and growth activities
QUALIFICATIONS
- Bachelor’s degree or relevant experience in Marketing, Communications, Business, Journalism, or a related field
- Exceptional writing, editing, and proofreading skills, with a strong attention to detail
- Experience creating content for digital and client facing communications
- Knowledge of current digital marketing tools and techniques as well as knowledge and learning around AI and uses
- Excellent organizational, communication, and problem solving skills
- Ability to manage multiple projects and deadlines in a fast paced environment
- Comfortable working independently while also collaborating closely with advisors and team members
- Creative thinker with the ability to develop thoughtful, compliant, and innovative marketing solutions
- Proficiency in Microsoft Office, Copilot, and other relevant tools
- Client service and relationship management mindset
- High attention to detail and process discipline
- Ability to coordinate across multiple stakeholders
- Comfort with internal systems, documentation & client data
About us
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
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.
DISCLAIMER / POLICY STATEMENTS
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.
LOCATION
Location: Orlando, Florida
JOB TYPE
Job Type: Full Time
See all 298+ OPT Client Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Associate Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Client Associate
Target firms with H-1B sponsorship track records
Financial services firms like wealth managers and broker-dealers file H-1B petitions regularly. Prioritize employers with a history of sponsoring Client Associate roles, since OPT authorization lasts 12 months and you'll need a sponsor before it expires.
Clarify your STEM OPT eligibility early
If your degree is in finance, economics, or a related STEM-designated field, you may qualify for a 24-month STEM OPT extension. Confirm your CIP code with your DSO before applying, as this significantly extends the timeline employers have to sponsor you.
Emphasize client-facing and analytical skills on your resume
Client Associate roles require portfolio reporting, relationship management, and compliance documentation. Highlighting these competencies signals that your work qualifies as a specialty occupation, which matters when employers assess whether OPT sponsorship is viable for your position.
Address your OPT status directly in interviews
Don't wait for employers to ask. Briefly explain your OPT authorization period, your STEM extension eligibility if applicable, and your H-1B sponsorship timeline. Employers unfamiliar with OPT respond better when candidates present this information clearly and proactively.
Understand FINRA licensing timelines relative to your OPT end date
Many Client Associate roles require Series 7 or Series 66 licensing. Map your exam preparation and authorization windows carefully. Passing required exams before your OPT expires demonstrates commitment and reduces employer hesitation around the sponsorship investment.
Research firms by size and sponsorship capacity
Large financial institutions have dedicated immigration teams and predictable H-1B processes. Smaller boutique firms may be willing but slower to act. Understanding where a firm sits on this spectrum helps you ask the right questions during interviews and evaluate genuine sponsorship intent.
Client Associate OPT: Frequently Asked Questions
Can I work as a Client Associate on OPT?
Yes, Client Associate roles at financial services firms generally qualify as specialty occupations under OPT rules, meaning the position requires a degree in a specific field like finance, economics, or business. Your work authorization is tied to employment in a role directly related to your degree, so make sure the job description reflects your field of study before accepting an offer.
Do Client Associate jobs typically lead to H-1B sponsorship?
Many do, particularly at established banks, brokerage firms, and wealth management companies that file H-1B petitions annually. Sponsorship is not guaranteed, and you should ask directly during the hiring process. Firms that have sponsored Client Associates before are your best bet. Migrate Mate surfaces Client Associate jobs from employers with documented sponsorship histories, which makes identifying those opportunities faster.
Does a finance or economics degree qualify me for STEM OPT extension in this field?
It depends on your specific degree program and CIP code. Some economics and financial engineering programs are STEM-designated, which would make you eligible for the 24-month STEM OPT extension. Business administration and general finance degrees are often not STEM-designated. Check your CIP code with your Designated School Official to confirm before building your job search timeline around an extension.
What happens to my OPT authorization if I change employers as a Client Associate?
You can change employers during OPT, but your new role must still be directly related to your degree. You must report the change to your DSO within 10 days, and the new position must be full-time. If you're in the STEM OPT extension period, your new employer must also be enrolled in E-Verify. There is no waiting period, but the employment relationship must be formal and properly documented.
Are unpaid or part-time Client Associate roles valid for OPT?
Part-time employment is permitted during the initial 12-month OPT period as long as it's at least 20 hours per week and related to your degree. During the STEM OPT extension, you must work at least 20 hours per week with an enrolled E-Verify employer. Unpaid internships can count if the position meets standard internship criteria, but this area carries risk and you should confirm with your DSO before accepting.