Service Associate

UBS; New York (NY); On-site; USD 55,000 - 77,000; Full time

Job summary

Join UBS as a Service Associate in New York, where you'll be integral in cash management and client service within a branch office. This role requires attention to detail and the ability to cultivate relationships with financial advisors while providing excellent service to high-net-worth clients.

Qualifications

• 3 years of experience in client service within the finance sector.
• Excellent communicator with solid interpersonal skills.
• Detail-oriented and proficient in Microsoft Office.

Responsibilities

• Carry out cash management functions and process securities.
• Greet and assist clients, providing exceptional service.
• Create strong partnerships with financial advisors and coordinate with operations.

Skills

Organizational skills

Multitasking

Interpersonal skills

Attention to detail

Communication

Education

Bachelor's or master's degree in finance or equivalent

Tools

Microsoft Office Suite

Job description

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Job Reference #
321942BR

Job Type
Full Time

Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?

We’re looking for a Service Associate to:

• 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
  
  

Detailed salary information:

• New York: the salary range for this role is $55000 to $77000
  
  

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .

Your team
You’ll be working in person within a WMA branch office in Manhattan on the operational team where we provide advice-based solutions to ultra-high net worth clients. 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.

Your expertise

• ideally 3 years of experience in client service, within the finance sector
• bachelor's or master`s degree or equivalent, focusing on finance
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with 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 also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Salary Information
US Only: The expected salary range for this role is $55000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking, Financial Services, and Investment Banking

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