Private Wealth 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

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.