Job description
Job Reference #
City
Job Type
Your role
We’re looking for a branch service associate to:
- carry out cash management functions, process securities and correspondence, keep records and perform margin activities
- greet and assist clients and visitors to the branch, providing exceptional service
- conduct trade processing and handle financial advisor corrections
- maintain the new account process for the branch
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
Your team
Your expertise
- ideally 3-5 of experience in a relevant branch operations environment
- high school diploma or equivalent (college degree a plus)
- series 7 and 66
- proven written and verbal communication skills
- independent, motivated, proactive and focused to take action
- passionate about the client experience, with strong interpersonal skills
- self-starter who is comfortable managing complex and evolving situations
About us
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
Join us
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?
Disclaimer / Policy Statements
offroadmanagementgroup.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, offroadmanagementgroup.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, offroadmanagementgroup.com is the ideal place to find your next job.