Service Associate

UBS

  • San Francisco, CA
  • $66,500-70,000 per year
  • Permanent
  • Part-time
  • 1 month ago
Business DivisionsGlobal Wealth ManagementYour roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?We're looking for a service associate to:
  • 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
Function CategoryBusiness development, Business management, administration and support, Operations, Risk, Training and developmentJoin usAt 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?Your teamYou'll be working within a WMA 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.At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.Your expertiseYou have:
  • ideally 1+ years of experience in client service, within the finance sector
  • a Bachelor's degree or equivalent, focusing on finance
You are:
  • an excellent communicator, with solid interpersonal skills
  • detail oriented
  • proficient in Microsoft Office Suite
  • bilingual, proficient in Mandarin (preferred)
About usUBS 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.How we hireThis role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.htmlSalary informationCA, CO, WA and NY based roles: The salary range for this role is $66,500 to $70,000 based on experience, education, and skill level. This role may be eligible for discretionary incentive compensation. For benefits information: ubs.com/usbenefits.

UBS