Job description
United States - Illinois
Business management, administration and support
Global Wealth Management
Job Reference #
259372BR
City
Chicago
Job Type
Full Time
Your role
Your job, as a Branch Service Associate, is to:
- performing cash management functions, processing securities and correspondence, keeping records and performing margin activities
- greeting and assisting clients and visitors to the Branch and providing administrative assistance when needed
- trade processing and handling Financial Advisor corrections
- maintaining the new account process for the Branch
- interface with external clients, anticipate their needs, and follow through to provide exceptional service
- provide service to internal branch clients by interfacing with management, managing the relationships with assigned Financial Advisors, coordinating with the operations function, and performing administrative duties
- support and drive firm initiatives
- maintain risk awareness and regulatory knowledge
- act as Branch Technology Liaison (BTL) point of contact for technology upgrades and rollouts
Your team
UBS is a leading global financial services firm and Office situated Downtown Chicago. As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail bank and one of the top private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
Your expertise
- ideally1-3 years of relevant Branch operations experience
- series 7 and 66 licensed, for Registered BSAs
- high School Diploma or equivalent required, College Degree recommended
- career focused individual who is driven to expand the role
- client service oriented
- team player
- detail oriented with proven organizational skills
- manages time efficiently and can multi-task
- proven written and verbal communication skills
- self-starter who is comfortable managing complex and evolving situations
- independent, motivated, proactive, and focused to take action
We can offer a stimulating working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards. This position carries an attractive performance-related compensation and the support of our global experts at all times.
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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