Service Associate

UBS Weehawken , NJ 07086

Posted 2 weeks ago

Your role

Are 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

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?

Your expertise

  • ideally 1+ years of experience in client service, within the finance sector

  • Bachelor's degree or equivalent, focusing on finance

  • excellent communicator, with solid interpersonal skills

  • detail oriented

  • proficient in Microsoft Office Suite

About us

UBS 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.


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