Service Associate

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

Job summary

A leading global wealth manager seeks a Service Associate in New York to handle cash management, assist clients, and coordinate with financial advisors. The ideal candidate has a degree in finance, 3 years of client service experience, and strong communication skills. Join a supportive team focused on excellence in client service and financial solutions.

Qualifications

• Ideally 3 years of experience in client service within the finance sector.
• Excellent communicator, detail oriented.

Responsibilities

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

Skills

Client service

Communication

Detail-oriented

Interpersonal skills

Microsoft Office Suite

Education

Bachelor's or Master's degree in finance

Job description

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=328674

Business development, Business management, administration and support, Compliance, Management and Business Support, Operations, Process, project and program management, Risk

Global Wealth Management

Job Reference #

321942BR

City

New York

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

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.

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.

UBS Business Solutions SA
UBS Recruiting

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.