Trade and Processing Specialist, UBS Wealth Advice Center

Are you truly service oriented? Do you know how to take care of people? We’re looking for someone like you who can provide operational and administrative support to our Financial Advisors and Client Service Associates. In this role you would be responsible for: • Being a specialist on the Branch Operations Team within the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client’s segments at UBS. Our office consists of 60+ Wealth Management Associates (WMAs) and 250+ Financial Advisors (FAs) who serve ~300,000 clients with aggregate assets of nearly ~$18bn. • Becoming a subject matter expert in the tasks assigned to you and ensure things run smoothly, including handling day to day items and escalated matters that are assigned to you • Managing client communication channels, including email inboxes and fax servers • Processing cashiering functions like depositing client checks and stock certificates • Ensuring reliability and integrity of financial and operational books and records • Supporting our Financial Advisors, Client Service Associates, and Wealth Management Associates by providing know-how and expertise on various products and operational processes • Ensuring timely and accurate processing of transactions and events including booking, validation, filing, archiving and handling of queries.