Service Associate

UBS Group AG
  • Newport Beach, CA
    30+ days ago

    Job Description

    Your role Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We're looking for a Service Associate to:

    • carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market
    • greet and assist clients and visitors to the branch, providing exceptional service
    • 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 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. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

    Your expertise

    • ideally 3 years of experience in client service, within the finance sector
    • bachelor''s or master`s degree or equivalent, focusing on finance
    • excellent communicator, with solid interpersonal skills
    • detail oriented
    • proficient in Microsoft Office Suite
    • you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use

    About us 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. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers .

    Numbers & Facts

    LocationNewport Beach, CA

    Skills

    • Artificial Intelligence (AI)unmatched
    • Asset Managementunmatched
    • Cash Managementunmatched
    • Communication Skillsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Financeunmatched
    • Interpersonal Skillsunmatched
    • Investment Servicesunmatched
    • Mail Processingunmatched
    • Microsoft Officeunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Record Keepingunmatched
    • Regulationsunmatched
    • Riskunmatched
    • Securitiesunmatched
    • Wealth Managementunmatched

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