Accounting & Finance

Client Relationship & Onboarding Associate

Talentify

Raleigh · Newfoundland and Labrador · Canada

UBS is seeking a relationship manager in our Raleigh, NC office to deliver high-touch client service for top-tier clients, coordinating onboarding and ongoing account maintenance. You will schedule meetings, collaborate with teams, and ensure confidential handling of client information, leveraging MS Office and strong communication. Licensing requirements include SIE, Series 7, and Series 66 (or 63/65).

#J-18808-Ljbffr

Reference: WJ-3875_13396509

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.