Wealth Client Associate — High-Touch Relationship Lead

UBS; Winston-Salem (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Winston-Salem, NC, is seeking a Client Associate who thrives in a fast-paced, client-focused environment to provide exceptional service to high-net-worth individuals and their families. You will represent the team with a polished presence and build trusted relationships.

In this role you will manage client onboarding, maintain accurate records, coordinate meetings, and support operations to ensure a high-touch, confidential client experience compliant with regulatory standards.

Qualifications

• Excellent client service and communication abilities.
• Strong organizational skills and attention to detail.
• Ability to handle confidential information with discretion.

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.

Skills

Interpersonal skills

Communication

Organizational skills

Professionalism

Tools

Microsoft Office Suite

Job description

UBS in Winston-Salem, NC, is seeking a Client Associate who thrives in a fast-paced, client-focused environment to provide exceptional service to high-net-worth individuals and their families. You will represent the team with a polished presence and build trusted relationships.

In this role you will manage client onboarding, maintain accurate records, coordinate meetings, and support operations to ensure a high-touch, confidential client experience compliant with regulatory standards.