Service Associate
About the role
We’re looking for a Service Associate to join the Field Operations team aligned to the Market. In this role, you will:
- 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
- Create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- Maintain risk awareness and regulatory knowledge
Job Type: Full Time
Location: Warren
About your team
You’ll be working in person within a WMA branch 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.
Requirements
- 3 years of experience in client service, within the finance sector
- Bachelor's or master’s degree or equivalent, focusing on finance
- 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
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.