Wealth Client Associate & Relationship Manager

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

Job summary

UBS is seeking a Client Associate in Winston-Salem, NC to support high-net-worth individuals. You will act as a relationship manager, coordinate client meetings, onboarding, and service requests, ensuring a high-touch, confidential client experience across the team.

The role requires superb interpersonal and organizational skills, full proficiency with Microsoft Office, and discretion handling sensitive client information.

Qualifications

• Exceptional interpersonal, communication, and organizational skills.
• High level of professionalism, discretion, and care 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 with 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, confirmations, and follow-ups.
• Oversee onboarding, account maintenance, and service requests with precision and confidentiality.
• Maintain accurate, up-to-date client records and documentation.

Skills

Interpersonal skills

Communication

Organizational skills

Tools

Microsoft Office Suite

Job description

UBS is seeking a Client Associate in Winston-Salem, NC to support high-net-worth individuals. You will act as a relationship manager, coordinate client meetings, onboarding, and service requests, ensuring a high-touch, confidential client experience across the team.

The role requires superb interpersonal and organizational skills, full proficiency with Microsoft Office, and discretion handling sensitive client information.