Wealth Management Associate, Disbursement Team - Wealth Advice Center

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

Job summary

UBS Wealth Advice Center in Dallas is seeking a Wealth Management Associate to develop through an extensive curriculum and collaborate with experienced professionals across the bank and external partners.

You will service existing client relationships by delivering money movement solutions, while educating clients with clarity and professionalism, and collaborate with Financial Advisors, Operations, and Risk & Compliance teams.

Qualifications

• Bachelor's degree or equivalent required.
• SIE must be completed 30 days before joining UBS.
• Series 7 and Series 66 to be obtained within 150 days.
• Strong client-focused communication, both verbal and written.
• Growth mindset with ability to adapt in a fast-paced environment.

Responsibilities

• Develop through a Wealth Management Associate curriculum led by experienced professionals.
• Serve existing clients with timely money movement solutions and educate clients clearly.
• Partner with Financial Advisors, Operations, and Risk & Compliance teams to assist clients.
• Act as SME across money movement activities including transfers, wires, ACH, and checks.
• Support front and back office operations with adherence to UBS policies and regulatory requirements.
• Own service requests from initiation to completion with clear communication.
• Collaborate with teammates and internal partners to resolve complex inquiries.
• Educate clients on money movement timelines and requirements to build trust in UBS.
• Follow all compliance, risk, and operational controls to protect clients and UBS.

Skills

Bachelor's degree

SIE

Series 7

Series 66

Client communication

Growth mindset

Detail-oriented

Fast learner

AI awareness

Education

Bachelor's degree or equivalent

Tools

Outlook

Word

Excel

Job description

Key Responsibilities

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

Job Type

Full Time

Job Reference #

339480BR

City

Dallas

Key Responsibilities

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.

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.

Contact Details

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.