Wealth Management Associate: Client Solutions & Money Movement

UBS; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

UBS is seeking a Wealth Management Associate in the Dallas area to participate in an extensive developmental curriculum and to service an existing client base with precise, client-centric money movement solutions. You will collaborate with Financial Advisors, Operations, and Risk & Compliance to handle disbursement activities from start to finish.

The role emphasizes strong communication, regulatory awareness, and a proactive approach to resolving client inquiries while growing within a premier

Qualifications

• Bachelor's degree or equivalent required.
• SIE required to be completed 30 days prior to joining UBS.
• Series 7 and Series 66 must be obtained within 150 days of employment.
• client-focused and an excellent listener with strong communication skills.
• fast learner with growth mindset and ability to challenge status quo.
• able to work in fast-paced environment with clear thinking.
• highly detail-oriented and resourceful.
• proficient with Microsoft Suite including Outlook, Word & Excel.

Responsibilities

• Develop professionally through Wealth Management Associate curriculum with senior professionals and partners.
• service and deepen relationships by delivering timely money movement solutions and educating clients.
• partner with Financial Advisors, Operations, and Risk & Compliance teams; gain exposure to disbursement lifecycle.
• serve as SME across money movement activities including withdrawals, transfers, wires, ACH and check requests.
• support front and back office functions with accuracy and adherence to UBS policies and regulatory requirements.
• own assigned service requests and client outreaches from initiation to completion with clear communication.
• collaborate with teammates and internal partners to resolve complex client inquiries and outcomes.
• educate clients on money movement processes, timelines, and requirements to reinforce trust.
• understand and uphold compliance, risk, and operational controls.

Skills

client-focused listening

strong communication

growth mindset

fast-paced decision making

detail orientation

resourceful problem solving

MS Office proficiency

AI-aware workflow improvement

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Outlook

Excel

Job description

UBS is seeking a Wealth Management Associate in the Dallas area to participate in an extensive developmental curriculum and to service an existing client base with precise, client-centric money movement solutions. You will collaborate with Financial Advisors, Operations, and Risk & Compliance to handle disbursement activities from start to finish.

The role emphasizes strong communication, regulatory awareness, and a proactive approach to resolving client inquiries while growing within a premier