Client Relationship & Onboarding Associate

UBS; Raleigh; On-site; CAD 128,000 - 185,000; Full time

Job summary

UBS is seeking a relationship manager in our Raleigh, NC office to deliver high-touch client service for top-tier clients, coordinating onboarding and ongoing account maintenance.

You will schedule meetings, collaborate with teams, and ensure confidential handling of client information, leveraging MS Office and strong communication.

Licensing requirements include SIE, Series 7, and Series 66 (or 63/65).

Qualifications

• Exceptional interpersonal, communication, and organizational skills.
• Licensing requirements: SIE, Series 7, and Series 66 (or Series 63, Series 65).
• Proficiency with Microsoft Office Suite systems.

Responsibilities

• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience.
• Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision and confidentiality.

Skills

Interpersonal skills

Communication

Organizational skills

MS Office

Education

Licensing: SIE, Series 7, Series 66 (or Series 63/65)

Tools

MS Office

Job description

UBS is seeking a relationship manager in our Raleigh, NC office to deliver high-touch client service for top-tier clients, coordinating onboarding and ongoing account maintenance.

You will schedule meetings, collaborate with teams, and ensure confidential handling of client information, leveraging MS Office and strong communication.

Licensing requirements include SIE, Series 7, and Series 66 (or 63/65).