Client Relationship & Onboarding Associate
UBS
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 strong communication.Licensing requirements include SIE, Series 7, and Series 66 (or 63/65).
#J-18808-Ljbffr
#J-18808-Ljbffr
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Client Relationship & Onboarding Associate in Winnipeg, MB vacancy
- ...welcome new ideas to deliver positive outcomes.We are seeking a Client Relationship Specialist – Implementation to join our Group Benefits team.... ...you will play a critical role in delivering a best-in-class onboarding experience and serving as the face of Equitable during the...SuggestedPermanent employmentFull timeInternshipWork at officeWork from homeHome officeShift work1 day per week
Equitable
Winnipeg, MB5 hours ago - ...We’re building a relationship-oriented bank for the modern world. We need... ...doing what’s right for our clients. At CIBC, we embrace your... ...As an Analyst in the Client Onboarding & Service team, your primary... ...accountable to successfully onboard new Commercial Banking clients...SuggestedFull timeBank staffRemote work2 days per week
$65k - $88k per year
...professionals across almost 1,000 clients. iQmetrix is a privately... ...the Role: As a Client Onboarding Specialist, you'll own the client... ...ranging from store associates to head-office leaders. Explain... ...Managing client communication and relationships. Bring a client-focused...SuggestedLong term contractFull timeWork at officeRemote workFlexible hours- ...committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor... ...de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division...SuggestedWork at office
$43.3k - $56.7k per year
...advice, solutions, and service to clients. TD Private Investment Advice... ...the chance to create one-on-one relationship with a dedicated and professional... ...value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide...SuggestedFull timeWork from home- Client Relationship Manager – Montreal (Full-Time, Permanent) A leading global asset servicing organization... ...record dealing with clients, industry associations and senior management Strong... ...with new fund launches or service onboarding Experience identifying process improvements...Permanent employmentFull timeWork at officeLocal areaFlexible hours
ExperTech Recruiting
Winnipeg, MB5 hours ago $53.9k - $89.8k per year
...Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support,... ...to drives) and help coordinate the onboarding and offboarding of team members Provide... ..., and building strong professional relationships. - The base salary for this position...Permanent employmentFull timePart timeInternshipWork at officeFlexible hours- ...opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will... ...by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional...Flexible hours
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation... ...wealth management firms. Client range of net worths: between $25M... ...strategically limit new client engagements, onboarding a select number of new key relationships annually to ensure a highly...Long term contractWork at office- ...build deep and long-lasting relationships with our customers by performing... ...seeking a Personal Banking Associate for our branch office who can... ...committed to being a leader in client experience, that is why we... ...develop the best. Training & Onboarding We will provide training...Work at officeWork from home
- ...build deep and long-lasting relationships with our customers by performing... ...of a Customer Experience Associate. We are expecting an all-around... ...to being a leader in client experience, that is why we believe... ...develop the best. Training & Onboarding We will provide training and...Full timeWork from home
$50.64k - $101.28k per year
Job Responsibility: ROLE AND RESPONSIBILITIES The Client Manager is responsible for developing and expanding the company's customers. With his consultative approach and his great listening skills, he knows how to offer business solutions and personalized service programs....- ...Tech With Us UW Management is looking for a friendly, curious Client Representative to join our growing team in Winnipeg, MB. This... ...next. You’ll learn the products and the process through structured onboarding and regular team training, with coaching from experienced...Full timeShift work
- ...We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have...Hourly payBank staffFlexible hoursAfternoon shift
$43.9k - $58.6k per year
...build, and maintain impactful relationships with our customers? Do you... ...are seeking a Personal Banking Associate Trainee for our branch office... ...committed to being a leader in client experience, that is why we... ...develop the best. Training & Onboarding We will provide training and...Full timeTraineeshipWork at officeWork from homeRelocation- ...support our people, patients, their families, and our communities. Humble and approachable, we achieve more together. Reception - Client Care Receptionist Do not miss out on this unique opportunity to join a fun and dynamic team! VetStrategy is an equal opportunity employer...
$19 - $24 per hour
...Amp Up Your Career We are seeking a Client Care Coordinator who is ready to join an organization that combines passion and performance to shape a better world. As a Global Top Employer 2026 , Amplifon is a place where your expertise improves lives and accelerates your career...Full timeWork at officeWorldwideMonday to friday- ...shape your #FutureInSight with us! What You’ll Do: Our Sales Associates are vital to the success of Sunglass Hut. You will bring an... ...eyewear. Key Responsibilities: ~ Drive Sales & Build Relationships: Hit sales targets and exceed expectations by connecting with...Minimum wageTemporary workSeasonal workLive InLocal areaWorldwide
- ...following us on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Associate Optometrist is responsible for creating exceptional value in... ...recommendations. Establishes a positive Doctor/Patient relationship. Coaches Associate Doctors on clinical protocols (Audits charts...Minimum wagePart timeWork at officeLocal area
- ...on LinkedIn! JOB DESCRIPTION What You’ll Do: The Sales Associate creates exceptional value in the lives of patients by... ...meet team goals. Key Responsibilities: Drive Sales & Build Relationships: Hit sales targets and exceed expectations by connecting with...Minimum wagePart timeCasual workLocal area
$68.8k - $114.7k per year
...Time - The Investment Associate plays a key supporting role... ...experience to high-net-worth clients. Working closely with... ...investment recommendations, onboarding, and ongoing service delivery... ...build trusted, collaborative relationships. Ability to manage multiple...Permanent employmentFull timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- ...following us on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The Associate Optometrist is a leader in the organization, delivering the... ...recommendations. Establishes a positive Doctor/patient relationship. Utilizes & leverages effectively all technology to deliver...Minimum wagePart timeWork at officeLocal area
$18 - $22 per hour
...Produce informational materials to increase awareness of services available Act as spokesperson for an organization Advise clients on advertising or sales promotion strategies Answer written and oral inquiries Assist in the preparation of brochures, reports,...Permanent employmentFull timePart timeWork at officeRemote work- ...! JOB DESCRIPTION GENERAL FUNCTION The Sales Associate sets the standard of quality in eye care and eyewear by ensuring... ...and company objectives through cultivating existing customer relationships and building new ones. Utilizes optical prescription to...Minimum wagePart timeCasual workLocal area
- ...the success of our retail stores. Store Associates work closely with wholesale and retail customers... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...and services Build productive trust relationships with wholesale and retail customers...
$17.2 - $21.5 per hour
...year. Your contribution to the team includes: Respond to client inquiries in a professional and timely manner Troubleshoot client... ...Properties Ltd. practices equal opportunity hiring and onboarding processes to ensure equal access and participation for everyone....Hourly payFull timeWork at officeShift work- ...has always been the people who work here. Our clients and customers need to have confidence that our managers and associates at all levels of the organization have the... ...provide exceptional service to customers and build relationships with them. The goal is to develop customers...Permanent employmentFull time
$21.13 per hour
...banking Financial services industry Tasks Answer inquiries and provide information to customers Receive payments Answer clients' inquiries and provide information Answer electronic enquiries Type of experience ~ Call centre Screening questions...Permanent employmentFull timeDay shiftAltis
Winnipeg, MB22 days ago$45k - $54k per year
...million invoices and more than 28 million activations, and are used by more than 370,000 telecom retail professionals across almost 1,000 clients. iQmetrix is a privately held software-as-a-service (SaaS) company with employees in Canada, the U.S., India, and Europe. For more...Permanent employmentFull timeContract workTemporary workWork at officeRemote workMonday to fridayFlexible hoursAfternoon shift$16.4 per hour
...3 (CL3) Rate of Pay : $16.40/hr The CSR is generally a client’s first point of contact when contacting the MSAP. Under the direction... ...sources. Maintains record of contacts using the Customer Relationship Management (CRM) system for all client contacts. Replies to...Hourly payContract workTemporary workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship & Onboarding Associate. Be the first to apply!
