Service Associates

UBS; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

UBS is seeking a Service Associate in Plano, TX to support cash management, securities processing, and client service within a branch operations context. You will greet clients, coordinate with financial advisors, and uphold regulatory standards while contributing to risk-aware operations.

The role emphasizes client experience, collaboration with the Field Operations team, and a hands-on approach in a high-net-worth-focused environment.

Qualifications

• 3 years of client service experience in finance.
• Bachelor's or master's degree with a finance focus.
• Proven written and verbal communication skills.
• Independent, motivated, proactive and action-oriented.

Responsibilities

• Carry out cash management functions, process securities and correspondence, and maintain records as part of Field Operations.
• Greet and assist clients and visitors to the branch, delivering exceptional service.
• Create strong partnerships by coordinating with assigned financial advisors and operations.
• Maintain risk awareness and regulatory knowledge.

Skills

Client service

Finance knowledge

Communication

Independence

Proactivity

Interpersonal skills

Self-starter

Education

Finance degree

Job description

Your role

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

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

Job Type

Full Time

City

Plano

Your team

You’ll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. 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
• 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

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.