Team Associate – Disbursement Team Wealth Advice Center (DOD SkillBrid

Full-time position (Reference #345317BR) based in Charlotte, NC or Dallas, TX. This role is part of the UBS SkillBridge training program and is open only to transitioning U.S. Armed Services members approved for DoD SkillBridge. During the SkillBridge assignment you remain an active service member and are not an employee of UBS.

About the role

UBS Wealth Advice Center (WAC) is seeking transitioning service members for a SkillBridge training assignment in Wealth Management. The program provides extensive professional development through a structured Wealth Management Associate curriculum led by experienced professionals, internal business partners, and external partnerships. You will service and deepen relationships within our existing client base by delivering timely, accurate, and client-centric money movement solutions while educating clients with clarity and professionalism.

Responsibilities

• Partner closely with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands-on exposure to the full lifecycle of disbursement activities.
• Serve as a subject matter expert across all money movement and disbursement activities, including client withdrawals, transfers, wires, ACH, check requests, and related servicing needs.
• Support front and back office operational functions, ensuring accuracy, attention to detail, and adherence to UBS policies, procedures, and regulatory requirements.
• Promptly answer client phone calls and digital inquiries, consistently applying WAC core call principles to deliver professional, empathetic, and solution-oriented service.
• Take full ownership of assigned service requests and client outreaches from initiation through completion, ensuring clear communication, proper documentation, and timely resolution.
• Collaborate closely with teammates, Financial Advisors, and internal partners across the firm to resolve complex client inquiries and deliver positive client outcomes.
• Educate clients with clarity on money movement processes, timelines, and requirements, setting appropriate expectations and reinforcing trust and confidence in UBS.
• Understand, follow, and uphold all compliance, risk, and operational controls to protect our clients, the firm, and the integrity of the client experience.

Team

The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, NJ; Charlotte, NC; and Dallas, TX, focused on delivering consistent, high-quality advice and guidance to Emerging Affluent clients through a scalable, relationship-based service model. The team supports more than 200,000 clients nationwide and comprises over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone—to understand their individual needs and help them make informed decisions in support of their long-term financial goals. Leadership supports career advancement and internal mobility. All new WAC employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Requirements

• Bachelor's degree or equivalent required.
• SIE (Securities Industry Essentials) exam required to be completed 30 days prior to joining UBS.
• Series 7 and Series 66 licenses must be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended).
• Client-focused with excellent listening and strong verbal and written communication skills.
• Quick learner with a growth mindset, driven, and consistently challenges the status quo.
• Able to work in a fast-paced environment while thinking clearly in complex situations.
• Highly detail-oriented and resourceful in leveraging resources to accomplish tasks.
• Proficient with Microsoft Suite applications, including Outlook, Word, and Excel.
• Curious about how AI can improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical use.

About UBS

UBS is a leading global wealth manager and the leading universal bank in Switzerland, providing diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS operates in more than 50 markets worldwide. Collaboration is at the heart of everything we do—because together, we're more than ourselves. We are dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, opportunities to grow, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We use artificial intelligence to work smarter and more efficiently, and we are committed to disability inclusion; reasonable accommodations are available throughout the recruitment process.