Branch Client Service & Operations Specialist

UBS; Conshohocken (Montgomery County); On-site; USD 60,000 - 77,000; Full time

Job summary

UBS is seeking a Service Associate to join the Field Operations team in a branch setting. You will handle cash management, securities processing, and client service tasks while supporting relationships with financial advisors and coordinating with the operations function.

The role emphasizes risk awareness, regulatory knowledge, and in-person service to clients at the Conshohocken/Mt. Laurel area branch. UBS offers competitive benefits and a global platform.

Qualifications

• Ideally 3 years of experience in client service within the finance sector.
• Excellent communicator with solid interpersonal skills.
• Detail oriented and precise in handling records.
• Proficient in Microsoft Office Suite.

Responsibilities

• Carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market.
• 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.

Skills

Client service experience

Excellent communication

Detail-oriented

Tools

Microsoft Office

Job description

UBS is seeking a Service Associate to join the Field Operations team in a branch setting. You will handle cash management, securities processing, and client service tasks while supporting relationships with financial advisors and coordinating with the operations function.

The role emphasizes risk awareness, regulatory knowledge, and in-person service to clients at the Conshohocken/Mt. Laurel area branch. UBS offers competitive benefits and a global platform.