Service Associate
UBS
- San Francisco, CA
- $66,500-70,000 per year
- Permanent
- Part-time
- undertake preparatory work, transaction processing, and control and reconciliations tasks
- provide support and advice for Team Associates and Financial Advisors
- see that Operations processes - like order entry and trade error processing - comply with regulations, guidelines, standards and policies
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness and regulatory knowledge
- ideally 1+ years of experience in client service, within the finance sector
- a Bachelor's degree or equivalent, focusing on finance
- an excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
- bilingual, proficient in Mandarin (preferred)