About this role
UBS is seeking a Client Associate in Wilmington, North Carolina. This role is for a motivated, experienced professional who thrives in a fast-paced, client-focused environment and is passionate about delivering exceptional service to high-net-worth individuals and their families. The ideal candidate will represent the team with a strong professional presence, build trusted relationships, and collaborate effectively within a dynamic group.
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.
Requirements
- The provided description does not list specific requirements.