Wealth Client Associate – High-Touch Service

UBS; Raleigh (NC); On-site; USD 56,000 - 85,000; Full time

Job summary

UBS is seeking a Client Associate in Raleigh, NC to provide high-touch service to high-net-worth clients and their families. You will coordinate onboarding, manage calendars, and ensure accurate client records while maintaining confidentiality.

Based in our Raleigh office, you will collaborate with a dynamic team to deliver thoughtful, personalized wealth management support and seamless client experiences.

Qualifications

• Licensing requirements: SIE, Series 7, and Series 66 (or Series 63, Series 65)
• Proficiency with Microsoft Office Suite
• High level of professionalism, discretion, and care when handling sensitive client information
• Ability to build trusted relationships and collaborate within a team

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 skills

Organizational skills

Professionalism

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate in Raleigh, NC to provide high-touch service to high-net-worth clients and their families. You will coordinate onboarding, manage calendars, and ensure accurate client records while maintaining confidentiality.

Based in our Raleigh office, you will collaborate with a dynamic team to deliver thoughtful, personalized wealth management support and seamless client experiences.