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).

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Reference: WJ-4703_8716392

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