Account Management Specialist
UBS
Provide support to new FAs coming over via new recruits function, ensuring their client account come over correctly
Able to identify issues and escalate to the right stakeholders in timely manner to avoid any financial or firm risk.
Maintain up-to-date knowledge of regulatory requirements and industry best practices.
Full Time
UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to our clients. We are seeking a highly motivated and experienced professional to join our team as an Employee of Account Transfers.
Bachelor's degree in finance, Business Administration, or a related field.
Proficiency in Microsoft Office Suite, particularly Excel.
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Vacancy posted 23 days ago
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