Job description
United States - Texas
Business management, administration and support
Global Wealth Management
Job Reference #
274784BR
City
Houston, Sugar Land, The Woodlands
Job Type
Full Time
Your role
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We’re looking for a branch service associate to:
We’re looking for a branch 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
- conduct trade processing and handle financial advisor corrections
- maintain the new account process for the branch
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness and regulatory knowledge
Your team
You’ll be working as part of Wealth Management Americas. 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
- ideally 3-5 years of experience in a relevant branch operations environment
- high school diploma or equivalent (college degree a plus)
- series 7 and 66
- proven written and verbal communication skills
- independent, motivated, proactive and focused to take action
- passionate about the client experience, with strong interpersonal skills
- self-starter who is comfortable managing complex and evolving situations
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
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?
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?
Disclaimer / Policy Statements
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.
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