- undertake preparatory work, transaction processing, and control and reconciliations tasks
- provide support and advice for Team Associates and Financial Advisors
- see that Operations processes - like order entry and trade error processing - comply with regulations, guidelines, standards and policies
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness and regulatory knowledge
- ideally 1+ years of experience in client service, within the finance sector
- Bachelor's degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
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Service Associate - Weehawken, United States - UBS
Description
Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a service associate to:
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.
Your team
You'll be working within a WMA Office 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.
At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.Your expertise
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.
