Team Associate – Disbursement Team Wealth Advice Center (DOD SkillBrid

UBS; Charlotte (AR); On-site; USD 60,000 - 75,000; Full time

Job summary

UBS is offering a SkillBridge training opportunity in Wealth Management for transitioning service members in the Charlotte and Dallas area. The program emphasizes hands-on experience with money movement services and collaboration with Financial Advisors, Operations, and Risk & Compliance teams.

You will learn through a structured curriculum, develop professional skills, and gain exposure to the end-to-end disbursement lifecycle while maintaining compliance and high client service standards.

Qualifications

• Bachelor's degree or equivalent is required.
• SIE must be completed 30 days prior to joining UBS.
• Series 7 and Series 66 must be obtained within 150 days of employment.
• Strong listening and communication skills, both verbal and written.

Responsibilities

• Participate in SkillBridge training with an extensive Wealth Management curriculum.
• Deliver timely, accurate, client-centric money movement solutions.
• Collaborate with Financial Advisors, Operations, and Risk & Compliance teams.
• Serve as a subject matter expert on money movement activities (withdrawals, transfers, wires, ACH).
• Support front and back office functions and respond to client inquiries with professional service.
• Own assigned service requests from initiation to completion with clear communication.

Skills

customer service

communication

growth mindset

detail oriented

AI awareness

Education

Bachelor's degree or equivalent

SIE

Series 7 and 66 within 150 days

Tools

Microsoft Office

Outlook

Excel

Job description

Job Type

Full Time

Job Reference #

345317BR

City

Charlotte, Dallas

Key Responsibilities

Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry?

UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered.

Are you passionate about collaboration with your team? Do you have strong customer service skills? We are looking for someone like you to:

• develop professionally through an extensive developmental Wealth Management Associate curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
• service and deepen relationships within our existing client base by delivering timely, accurate, and client centric money movement solutions, while educating clients with clarity and professionalism
• partner closely with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands‑on exposure to the full lifecycle of disbursement activities
• serve as a subject matter expert across all money movement and disbursement activities, including client withdrawals, transfers, wires, ACH, check requests, and related servicing needs
• support front and back office operational functions, ensuring accuracy, attention to detail, and adherence to UBS policies, procedures, and regulatory requirements as well as promptly answer client phone calls and digital inquiries, consistently applying WAC core call principles to deliver professional, empathetic, and solution oriented service
• take full ownership of assigned service requests and client outreaches from initiation through completion, ensuring clear communication, proper documentation, and timely resolution
• collaborate closely with teammates, Financial Advisors, and internal partners across the firm to resolve complex client inquiries and deliver positive client outcomes
• educate clients with clarity on money movement processes, timelines, and requirements, setting appropriate expectations and reinforcing trust and confidence in UBS
• understand, follow, and uphold all compliance, risk, and operational controls to protect our clients, the firm, and the integrity of the client experience

The team

The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey; Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high‑quality advice and guidance to Emerging Affluent clients through a scalable, relationship‑based service model.

Our team currently supports more than 200,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone to understand their individual needs and help them make informed decisions in support of their long‑term financial goals.

The UBS Wealth Advice Center leadership team supports career advancement and internal mobility to help guide your career journey at UBS. All new UBS Wealth Advice Center employees must commit to staying in the WAC for a minimum of three years before becoming eligible to transfer to another role internally.

Your Skills And Experience

• Bachelor's degree or equivalent required
• SIE required to be completed 30 days prior to joining UBS
• Series 7 and Series 66 will need to be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended)
• client-focused and an excellent listener with strong communication skills, both verbal and written
• quick learner with a growth mindset as well as driven and consistently challenge the status quo
• able to work in a fast‑paced environment while being able to think clearly in complex situations
• highly detail‑oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.

Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.

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.

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.