Wealth Management Client Services & Operations Associate

UBS; Mount Laurel Township (NJ); On-site; USD 60,000 - 77,000; Full time

Job summary

UBS is seeking a Service Associate to join our Mt. Laurel, NJ branch. You will be part of the Field Operations team handling cash management, securities processing, and records with a focus on accuracy and compliance.

You will greet clients and visitors, deliver exceptional service, build partnerships with financial advisors, and coordinate with the operations function to support the branch's goals. Strong organizational and multitasking skills are essential.

Qualifications

• 3 years of experience in client service within the finance sector
• Excellent communicator with strong interpersonal skills
• Detail oriented and precise in handling tasks
• Proficient in Microsoft Office Suite

Responsibilities

• 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

Skills

Client service

Excellent communication

Detail oriented

Finance sector experience

Tools

Microsoft Office Suite

Job description

UBS is seeking a Service Associate to join our Mt. Laurel, NJ branch. You will be part of the Field Operations team handling cash management, securities processing, and records with a focus on accuracy and compliance.

You will greet clients and visitors, deliver exceptional service, build partnerships with financial advisors, and coordinate with the operations function to support the branch's goals. Strong organizational and multitasking skills are essential.