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Client Associate

UBS
Wilmington, North Carolina

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.

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