Saturday , May 18 2024

UBS Careers 2022 – Branch Service Associate

Website UBS

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