Company:
UBS
Location: San Francisco
Closing Date: 19/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a service associate to:
• carry out cash management functions, process securities and correspondence, keep records and perform margin activities
• 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
Detailed salary information:
• San Francisco: the salary range for this role is $65000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working as part of Wealth Management Americas as a part of the Processing Center. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
You have:
• ideally 3 years of experience in client service, within the finance sector
• a bachelor's or master`s degree or equivalent, focusing on finance
You are:
• an excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite
• bilingual, Mandarin preferred
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We're looking for a service associate to:
• carry out cash management functions, process securities and correspondence, keep records and perform margin activities
• 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
Detailed salary information:
• San Francisco: the salary range for this role is $65000 to $85000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Your team
You'll be working as part of Wealth Management Americas as a part of the Processing Center. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your expertise
You have:
• ideally 3 years of experience in client service, within the finance sector
• a bachelor's or master`s degree or equivalent, focusing on finance
You are:
• an excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite
• bilingual, Mandarin preferred
About us
UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?
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UBS