Client Relationship & Onboarding Associate (Raleigh)

03 Oct

Talentify

Raleigh

03 Oct

Talentify

Raleigh

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 robust communication.

Licensing requirements include SIE, Series 7, and Series 66 (or 63/65).

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📌 Client Relationship & Onboarding Associate (Raleigh)
🏢 Talentify
📍 Raleigh

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