Wealth Client Associate & Relationship Manager

Talentify; Wilmington (DE); On-site; USD 65,000 - 110,000; Full time

Job summary

UBS is seeking a Client Associate to join our Wilmington team, delivering a high-touch, personalized experience to high-net-worth individuals and their families. You will serve as a relationship manager, collaborating with colleagues to anticipate client needs.

Key duties include managing meeting calendars, onboarding, account maintenance, and keeping client records accurate and confidential. The role requires professionalism and discretion in a fast-paced wealth-management environment.

Qualifications

• 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)

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

Client relationship mgmt

Excellent communication

Discretion & confidentiality

Tools

Microsoft Office

Job description

UBS is seeking a Client Associate to join our Wilmington team, delivering a high-touch, personalized experience to high-net-worth individuals and their families. You will serve as a relationship manager, collaborating with colleagues to anticipate client needs.

Key duties include managing meeting calendars, onboarding, account maintenance, and keeping client records accurate and confidential. The role requires professionalism and discretion in a fast-paced wealth-management environment.