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Newport Beach

    Service Associate - Newport Beach, United States - UBS

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    Description
    Your role


    We're looking fro someone to:

    • carry out cash management functions, process securities and correspondence, keep records and perform margin activities
    • greet and assist clients and visitors to the branch, providing exceptional service
    • provide central operational coverage to additional markets as needed
    • create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
    • maintain risk awareness and regulatory knowledge
    Your team

    You'll be working with WMA branch offices on the operational team where we provide advice-based solutions.

    Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

    Your expertise


    You have:

    • ideally 3 years of experience in client service, within the finance sector
    • a bachelor's or master`s degree or equivalent, focusing on finance
    • excellent communicator, with solid interpersonal skills

    You are:

    • detail oriented
    • proficient in Microsoft Office Suite
    About us

    UBS is the world's largest and the only truly global wealth manager.

    We operate through four business divisions:
    Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

    We have a presence in all major financial centers in more than 50 countries.

    Join us

    At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.

    Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.


    From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

    We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

    Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

    Disclaimer / Policy Statements

    UBS is an Equal Opportunity Employer.

    We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

    #J-18808-Ljbffr


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