Client Associate

UBS; Charlotte (AR); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS in Charlotte seeks a Client Associate to deliver high-touch service to high-net-worth clients, manage relationships, onboarding, and ongoing account maintenance. You will collaborate with the Private Wealth Management team to ensure seamless client experiences.

This role requires exceptional interpersonal and organizational skills, proficiency with MS Office, and strict confidentiality when handling sensitive information. Licensing in SIE/Series 7/66 (or willingness to obtain) is required.

Qualifications

• Excellent interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• Professional, discreet, and careful with sensitive client information.
• Licensing: SIE, Series 7, and Series 66 (or willingness to obtain)

Responsibilities

• Act as a relationship manager for top-tier clients, ensuring a high-touch, personalized experience.
• Collaborate with team members to deliver seamless client service and support internal workflows.
• Manage and coordinate client meeting calendars, including scheduling and confirmations.
• Oversee onboarding, account maintenance, and service requests with precision and confidentiality.
• Maintain accurate, organized client records and documentation.

Skills

Interpersonal skills

Communication

Organization

Licensing: SIE/Series 7/66

Tools

Microsoft Office Suite

Job description

Key Responsibilities

Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:

• 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.

Job Type

Full Time

Job Reference #

344424BR

City

Charlotte

Key Responsibilities

Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:

• 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 Charlotte-SouthPark office in Charlotte, NC, working alongside one of our Private Wealth Management teams. 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

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

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.

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.

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.