Registered Client 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

About this job

Job Reference #

343095BR

Job Type

Full Time

Key responsibilities

• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
• 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, responsiveness, and confidentiality.
• Maintain accurate, organized, and up to date client records and documentation.

The team

You’ll be based in our office in Raleigh, NC. We pride ourselves on delivering thoughtful advice—one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions.

Your skills and experience

• Licensing Requirements: SIE, Series 7, and Series 66 (or Series 63, Series 65)
• Exceptional interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• High level of professionalism, discretion, and care when handling sensitive client information.

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.

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.