Service Associate
Job
UBS
Boca Raton, FL (In Person)
Full-Time
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Job Description
Service Associate
United States - Florida
Business development, Management and Business Support, Operations, Risk, Training and development
Global Wealth Management
Job Reference #
338085BR
City
Boca Raton
Job Type
Full Time
Your role
Are you incrediblyanized 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 Market
- greet and assist clients and visitors to the branch, providing exceptional service
- 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 in person within a WMA branch office on the operational team w 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 expertise
- ideally 3 years of experience in client service, within the finance sector
- excellentmunicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
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