Hybrid Trade and Processing Specialist, UBS Wealth Advice Center bei UBS Group AG

Are you a confident decision maker and problem solver? Do you have experience working in an office of financial professionals? Do you enjoy helping people? We’re looking for someone like you that can:

– Be a Trade and Processing Specialist on the Operations Team of the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client’s segments at UBS. Our office consists of 60+ Client Service Associates (CSAs) and 250+ Financial Advisors (FAs) who serve ~300,000 clients with aggregate assets of nearly ~$18bn.
– Ensure the timely and accurate processing of transactions and events including booking, validation, filing, archiving and handling of queries.
– Perform administrative tasks such as opening mail, imaging client paperwork, and assigning work to a variety of service teams for follow up
– Manage client communication channels, including email inboxes and fax servers
– Process cashiering functions like depositing client checks and stock certificates
– Ensure reliability and integrity of financial and operational books and records
– Support our Financial Advisors and Client Service Associates by providing know-how and expertise on various products and operational processes

Detailed salary information:
• Weehawken: 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.

Charlotte, Weehawken

Full Time

United States - New Jersey, United States - North Carolina

Operations

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. 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.

UBS Business Solutions SA
UBS Recruiting

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.

You’ll be part of the Branch Operations team and working with Financial Advisors and Client Service Associates within the Wealth Advice Center. You will play a critical role in providing a high level of service to both clients and Financial Advisors.

You have:
– An undergraduate degree
– Previous financial services experience, preferrable with a back office Operations team
– SIE, Series 7, and Series 66 licenses preferred

You are:
– an excellent communicator, with solid interpersonal skills
– detail oriented (nothing gets past you)
– able to process high volumes of work efficiently

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.

We may request you to complete one or more assessments during the application process. Learn more

US Only: The expected salary range for this role is $65000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.