Service Associate
About the role
We’re looking for a Service Associate 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
- provide exceptional service
- create strong partnerships, cultivating relationships with assigned financial advisors
- coordinate with the operations function
- maintain risk awareness and regulatory knowledge
Responsibilities
- carry out cash management functions
- process securities and correspondence
- keep records and perform margin activities
- greet and assist clients and visitors to the branch
- provide exceptional service
- create strong partnerships, cultivating relationships with assigned financial advisors
- coordinate with the operations function
- maintain risk awareness and regulatory knowledge
Requirements
- 3 years of experience in client service, within the finance sector
- excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite series 7 and 66 for registered BSAs
- proven written and verbal communication skills
- independent, motivated, proactive and focused to take action
- passionate about the client experience, with strong interpersonal skills
- self-starter who is comfortable managing complex and evolving situations
Qualifications
Applications for this role can be submitted until August 21, 2026.
Job Reference # 340182BR
City Denver
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
Pay
The indicative gross base salary range as a full-time equivalent role: United States - Colorado - Denver min USD 60000 - max USD 77000 /annum
Schedule
Full Time
Benefits
We may, at our sole discretion, provide additional variable compensation or awards.
Benefits
We offer a range of competitive benefits. For further information, please visit ubs.com/employee-benefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible.
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.