Wealth Ops & Client Service Associate

UBS; Conshohocken (Montgomery County); Presencial; USD 60.000 - 77.000; Tempo integral

Resumo da vaga

UBS in Conshohocken, NJ is seeking a Service Associate to join the Field Operations team. You will carry out cash management, process securities and correspondence, greet clients, and support financial advisors in delivering excellent service.

The role emphasizes risk awareness, regulatory knowledge, and strong collaboration with operations. Ideal candidates have 3 years in client service within finance, are detail oriented, and proficient with Microsoft Office.

Qualificações

• Ideally 3 years of experience in client service within the finance sector.
• Excellent communicator with solid interpersonal skills.
• Detail oriented with accuracy in daily tasks.
• Proficient in Microsoft Office Suite and basic financial workflows.

Responsabilidades

• Carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team.
• 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.

Conhecimentos

Client service

Communication

Detail oriented

Microsoft Office

Ferramentas

Microsoft Office Suite

Descrição da vaga

UBS in Conshohocken, NJ is seeking a Service Associate to join the Field Operations team. You will carry out cash management, process securities and correspondence, greet clients, and support financial advisors in delivering excellent service.

The role emphasizes risk awareness, regulatory knowledge, and strong collaboration with operations. Ideal candidates have 3 years in client service within finance, are detail oriented, and proficient with Microsoft Office.