Private Wealth Client Associate
Listed on 2026-10-11
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Finance & Banking
Wealth Management
UBS in Charlotte seeks a Client Associate to deliver high-touch service to high-net-worth clients, manage relationships, onboarding, and ongoing account maintenance. You will collaborate with the Private Wealth Management team to ensure seamless client experiences.
This role requires exceptional interpersonal and organizational skills, proficiency with MS Office, and strict confidentiality when handling sensitive information. Licensing in SIE/Series 7/66 (or willingness to obtain) is required.
This is an excellent role to take on the Private Wealth Client Associate role at UBS.
Are you ready to take on the Private Wealth Client Associate role at UBS?
We would love to welcome a new Private Wealth Client Associate to our group in Charlotte, AR, United States.
For the Private Wealth Client Associate position at UBS, we are reviewing applications now.
Step into the Private Wealth Client Associate role at UBS in Charlotte, AR, United States and grow with us.
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