Are you passionate about collaboration with your team. Do you have strong customer service skills. We are looking for someone like you to:
develop professionally through an extensive developmental Wealth Management Associate curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
service and deepen relationships within our existing client base by delivering timely, accurate, and client centric money movement solutions, while educating clients with clarity and professionalism
partner closely with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands-on exposure to the full lifecycle of disbursement activities
serve as a subject matter expert across all money movement and disbursement activities, including client withdrawals, transfers, wires, ACH, check requests, and related servicing needs
support front and back office operational functions, ensuring accuracy, attention to detail, and adherence to UBS policies, procedures, and regulatory requirements as well as promptly answer client phone calls and digital inquiries, consistently applying WAC core call principles to deliver professional, empathetic, and solution oriented service
take full ownership of assigned service requests and client outreaches from initiation through completion, ensuring clear communication, proper documentation, and timely resolution
collaborate closely with teammates, Financial Advisors, and internal partners across the firm to resolve complex client inquiries and deliver positive client outcomes
educate clients with clarity on money movement processes, timelines, and requirements, setting appropriate expectations and reinforcing trust and confidence in UBS
understand, follow, and uphold all compliance, risk, and operational controls to protect our clients, the firm, and the integrity of the client experience.