Client Relationship & Onboarding Associate (Winnipeg)

Client Relationship & Onboarding Associate (Winnipeg)

04 Oct
|
Talentify
|
Winnipeg

04 Oct

Talentify

Winnipeg

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 (Winnipeg)
🏢 Talentify
📍 Winnipeg

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