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Wealth Management

Senior Client Service Lead – Wealth Advisory Center

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: UBS
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 98000 USD Yearly USD 75000.00 98000.00 YEAR
Job Description & How to Apply Below
A global wealth management firm in Charlotte, NC is seeking a Senior Registered Client Service Associate to join its Wealth Advice Center. The ideal candidate will have extensive financial services experience, strong leadership skills, and a detail-oriented mindset. Responsibilities include delivering exceptional service and managing client requests within a dynamic, fast-paced environment. The role offers a competitive salary range between $75,000 and $98,000 based on experience and skills.
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Position Requirements
10+ Years work experience
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