Wealth Ops Associate: Client Service & Cash Management

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

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.