Job Description: Are you incredibly organized with an eye for detail? Are you a skilled multitasker? Job 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, providing exceptional service conduct trade processing and handle financial advisor corrections maintain the new account process for the branch create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function maintain risk awareness and regulatory knowledge Job Requirements: You’ll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. series 7 and 66 for registered BSAs self-starter who is comfortable managing complex and evolving situations independent, motivated, proactive and focused to take action proven written and verbal communication skills passionate about the client experience, with strong interpersonal skills Qualification & Experience: ideally 1-2 years of experience in a relevant branch operations environment high school diploma or equivalent (college degree a plus) 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 Job Details: Company: UBS Vacancy Type: Full Time Job Functions: General Business Job Location: Washington, DC, US Application Deadline: N/A Apply Here careersvite.com
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