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Private Wealth Client Associate Touch Advisor
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2025-12-23
Listing for:
UBS
Full Time
position Listed on 2025-12-23
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A global wealth management firm is looking for a Registered Client Associate in Raleigh. This role involves managing relationships with high-net-worth clients, ensuring a personalized and high-touch experience. Candidates should have at least 5 years of experience in a client service role, hold active FINRA licenses, and possess strong communication and organizational skills. The position demands professionalism in handling sensitive client information and the ability to effectively collaborate within a large team.
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Position Requirements
10+ Years
work experience
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