Wealth Client Associate - High-Touch Service

UBS

UBS is seeking a Client Associate in Raleigh, NC to provide high-touch service to high-net-worth clients and their families. You will coordinate onboarding, manage calendars, and ensure accurate client records while maintaining confidentiality. Based in our Raleigh office, you will collaborate with a dynamic team to deliver thoughtful, personalized wealth management support and seamless client experiences. #J-18808-Ljbffr UBS

Apply

Vacancy posted 9 hours ago

Similar jobs that could be interesting for youBased on the Wealth Client Associate - High-Touch Service in Raleigh, NC vacancy

Wealth Management Client Service Associate - On‑Site Morganton
Coastal Management Solutions, Inc. is seeking a Wealth Management Client Service Associate to support an established practice in Morganton, NC. You will assist advisors, manage client account operations, and ensure accurate, timely service. The role emphasizes detail,...
Suggested
Coastal Management Solutions
Raleigh, NC
2 days ago
Registered Wealth Management Client Associate
Job Description Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Is an enthusiastic, highly motivated self-starter with...
Suggested
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Raleigh, NC
3 days ago
Merrill Wealth Management Client Associate-Advisor Development Program: Carolina East
...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...specialists, and executing highly customized solutions to meet...
Suggested
Traineeship
Work experience placement
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America Corporation
Raleigh, NC
16 days ago
Registered Client Service Associate
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...Education and/or Experience High School Diploma/Equivalency College...
Suggested
Work at office
Local area
Morgan Stanley
Raleigh, NC
2 days ago
Client Service Associate
$80k
...Job Description Senior Client Service Associate Raleigh-Durham-Chapel Hill, NC Funny but... ...to grow their career within a thriving wealth management environment. Whether your... ...successful financial professionals, and high-net-worth clients. You'll gain...
Suggested
Work at office
Local area
Ivy Way Placements
Raleigh, NC
4 days ago
Registered Client Associate
...responsibilitiesAre you highly motivated and... ...in a fast-paced, client-focused environment... ...exceptional service to high-net-worth... ...looking for a Client Associate to join our team who... ..., ensuring a high touch, personalized experience... ...and truly global wealth manager and the...
Work at office
Flexible hours
UBS
Raleigh, NC
3 days ago
Client Service Associate
...Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their... ...opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with...
Work at office
Kestra Financial Independent Advisor
Raleigh, NC
1 day ago
Registered Wealth Management Client Associate
...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Is an enthusiastic, highly motivated self-starter with...
Seasonal work
Work at office
Shift work
Day shift
Bank of America Corporation
Raleigh, NC
1 day ago
Wealth Advisor Development: Start as Client Associate
Bank of America’s Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) is an entry role designed to train candidates to become... ...66 within 120 days and develop foundational client-service and advisory skills in preparation for a future advisory...
Bank of America
Raleigh, NC
4 days ago
Registered Client Service Associate
$30 - $32.92 per hour
..., Futures, and Advanced Clearing &Prime Services divisions. Headquartered in Los Angeles,... ...currently seeking a Registered ClientService Associate to provide comprehensive support to... ...Provide sales and administrative support to clients and Financial Advisors Maintain and...
Work at office
Flexible hours
Wedbush Securities Inc.
Raleigh, NC
4 days ago
Client Onboarding Associate
Position Overview: Exciting opportunity for a client services professional to join a rapidly growing... ...firm! The Client Onboarding Associate role plays a key role in helping to onboard... ...Onboarding Coordinators and Managers. High performers will have the opportunity to...
Work at office
Standish Management
Raleigh, NC
7 hours ago
Litigation Services Attorney
...A full-service regional law firm is seeking an experienced litigation attorney to join its... ...team has a national reach and represents clients in a diverse range of litigation matters,... ...been looking for a chance to join a large, highly regarded regional firm while continuing...
Full time
The Standard Legal Recruiting
Raleigh, NC
1 hour ago
Global Mobility | Business Immigration Attorney - Remote
$140k - $166k
...team of U.S. immigration attorneys and paralegals in a dynamic, high-volume environment. You will provide legal counsel, manage the... ...nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients...
Permanent employment
Full time
H1b
Remote work
Vialto Partners
Raleigh, NC
5 days ago
Commercial Attorney (Remote/Temp)
$42.59 per hour
...Temporary Assignment Overview Our client, a large public-sector organization, is... ...operations. These roles will support high-volume contracting, complex negotiations,... ...with extended timelines Advise on food services, facilities, and related operational contracts...
Contract work
Temporary work
Local area
Immediate start
Remote work
Jobrapido
Raleigh, NC
2 days ago
Health Care Attorney - Remote
...operations, and financial advisory services tailored to businesses at all... .... Cor Health Law helps clients build strong operational foundations... ...service agreements, business associate agreements, and employment-... ...with medspa and wellness business models is highly beneficial....
Contract work
Remote work
Jobrapido
Raleigh, NC
2 days ago
Immigration Attorney (can be remote)
$60 per hour
...working with vulnerable immigrant populations and/or minors is highly valued • Ability to work independently in a fully remote environment... ...mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight,...
Local area
Immediate start
Remote work
Weekend work
Afternoon shift
Jobrapido
Raleigh, NC
2 days ago
Full-Time Immigration Attorney (Fully Remote)
$60 per hour
...We are working with a client who is searching for experienced Immigration Defense Attorneys... ...providing legal and case management services to unaccompanied children who have recently... ...a full-time workload while maintaining a high level of accuracy, professionalism, and attention...
Full time
Contract work
Temporary work
Local area
Remote work
Night shift
Weekend work
Day shift
Afternoon shift
On Call Counsel
Raleigh, NC
1 day ago
Litigation Attorney
$42.59 per hour
...claims and improvements in special education services and payment processes. This initiative... ...and play a critical role in managing a high volume of cases and driving claims through... ...administrative process. Role Overview: Our client is seeking contract attorneys barred and...
Contract work
Work at office
Local area
Remote work
Early shift
On Call Counsel
Raleigh, NC
3 days ago
Client Support Associate
...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...building strong relationships with clients, then look no further and apply today!... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...
Full time
Part time
Seasonal work
Flexible hours
Shift work
Jackson Hewitt - CTS
Raleigh, NC
13 days ago
IP Associate Attorney or Patent Agent - Electrical or Computer Arts
...is seeking an experienced IP Associate Attorney or Patent Agent to join... ...works with a broad range of clients, from early-stage companies... ...providing exceptional legal services in a collaborative and client... ...bar Minimum of 2+ years of high-volume patent drafting and prosecution...
Full time
Local area
Immediate start
Remote work
Dority & Manning, P.A.
Raleigh, NC
2 days ago
Remote Associate Attorney
...law firm that provides full-service creditors’ rights and real estate... ...to work remotely. This Associate Attorney role provides the opportunity... ..., and produce accurate and high-quality work product in a... ...: Represent clients in all stages of the foreclosure...
Work at office
Local area
Remote work
Robertson, Anschutz, Schneid, Crane & Partners
Raleigh, NC
3 days ago
Business Litigation Associate Attorney
...judgment, initiative, and advocacy skills to work on challenging client matters. Join an environment that values professional... ...with practical advice and thoughtful advocacy. Our team combines high professional standards with a supportive, people-focused environment...
Work at office
Remote work
Orion Placement
Raleigh, NC
1 hour ago
Estate Planning Attorney for Wealth Clients| Flexible Hours
Vertis Wealth, LLC is seeking an attorney to assist our tax and wealth management teams with estate planning on a non-exclusive basis. You will work directly with clients and have access to our team of internal Legal Directors and other professionals. You will meet virtually...
Flexible hours
Vertis Wealth, LLC
Raleigh, NC
4 days ago
Mid-Level Litigation Associate Attorney
...Our client, a respected multi-office North Carolina law firm, is looking... ...for a mid-level litigation associate to join its business disputes... ..., including complex, high-stakes disputes More responsibility... ...commitment to exceptional client service and collaborative teamwork...
Temporary work
Interim role
Work at office
Scion Staffing
Raleigh, NC
2 days ago
Client Experience Associate
$16 per hour
...from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they... .... Work is what we do, not where we do it. We're hiring Client Experience Associates to join our team! Your Role Watch first: A Day in the Life...
Work at office
Remote work
Work from home
Shift work
AnywhereWorks Ltd.
Raleigh, NC
1 day ago
Associate Family Law Attorney
$78k - $100k
...an opportunity to serve real clients, to help put families on a stable... ...the pivotal role of high-quality legal representation... ...experience. Join our team as an associate family law attorney and... ...empathy and expertise in client service while providing structured mentorship...
Full time
Work at office
Immediate start
Work from home
Breeden Law Office
Garner, NC
more than 2 months ago
Remote Associate Attorney
...law firm that provides full-service creditors’ rights and real estate... ...to work remotely. This Associate Attorney role provides the opportunity... ..., and produce accurate and high-quality work product in a... ...Responsibilities: Represent clients in all stages of the foreclosure...
Work at office
Local area
Remote work
Robertson, Anschutz, Schneid, Crane & Partners
Raleigh, NC
4 days ago
Estate Planning Attorney | Independent Contractor
...scale their practice, increase client volume, and expand income—... ...clients on estate preservation, wealth transfer, and beneficiary planning... ...enrolled No salary cap High six-figure earning potential... ...clients and delivering exceptional service with integrity and...
For contractors
Integrity Wealth Solutions
Raleigh, NC
29 days ago
Guest Advocate (Cashier or Front of Store Attendant/Cart Attendant)
$16 per hour
...and culture. Learn more about Target here. ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome... ...team members you work with. ~ You thrive in a fast-moving, highly active and physically demanding role, where teamwork,...
Hourly pay
Work at office
Local area
Immediate start
Flexible hours
Shift work
Night shift
Day shift
Target Brands, Inc.
Raleigh, NC
2 days ago
Litigation Services Attorney
$135k - $300k
...Recruitment, recruiting directly for a full-service firm in Raleigh. I’ve placed litigators... ...gap someone left. Full-service means clients bring the firm the rest of their legal... ...files and talking to clients ~ Associates through to senior attorneys. Got a book...
Full time
Shift work
Distinct | North America
Raleigh, NC
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Associate - High-Touch Service. Be the first to apply!