About the role

Job Reference #344230BRCity Naples Job Type
Full Time Key responsibilities: 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 as a member of the Field Operations team aligned to the Marketgreet and assist clients and visitors to the branch, providing exceptional servicecreate strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations functionmaintain risk awareness and regulatory knowledge
The team: You'll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. Your skills and experienceideally 3 years of experience in client service, within the finance sectorexcellent communicator, with solid interpersonal skillsdetail orientedproficient in Microsoft Office Suite
About us: UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers. How we hire We may request you to complete one or more assessments during the application process. Learn more Join us 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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. Disclaimer / Policy statementsUBS 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.: United States - Florida: Business development, Management and Business Support, Operations, Risk: Global Wealth Management

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JOB OVERVIEW

Experience level

Junior

Location

Naples, FL

Occupation

Brokerage Clerks

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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