Branch Service Associate
Company Name:
UBS Financial Services
Title Branch Service Associate
Job Reference # 113993BR
Location United States - Kentucky
City Lexington
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Your job, as a Branch Service Associate, is to:
o Performing cash management functions, processing securities and correspondence, keeping records
and performing margin activities
o Greeting and assisting clients and visitors to the Branch and providing administrative assistance when
needed
o Trade processing and handling Financial Advisor corrections
o Maintaining the new account process for the Branch
o Interface with external clients, anticipate their needs, and follow through to provide exceptional
service
o Provide service to internal branch clients by interfacing with management, managing the
relationships with assigned Financial Advisors, coordinating with the operations function, and
performing administrative duties
o Support and drive firm initiatives
o Maintain risk awareness and regulatory knowledge
Skills and
Preferred Qualifications o 1-3 years of relevant Branch operations experience
o Series 7 and 66 licensed, for Registered BSAs
o High School Diploma or equivalent required, College Degree recommended
Our Offering UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Take the next step Ready to take the next step? Apply now at . We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.Estimated Salary: $20 to $28 per hour based on qualifications.
UBS Financial Services
Title Branch Service Associate
Job Reference # 113993BR
Location United States - Kentucky
City Lexington
Function Category Administration and Support
Business Divisions Wealth Management Americas
Job Type Full Time
Description Your job, as a Branch Service Associate, is to:
o Performing cash management functions, processing securities and correspondence, keeping records
and performing margin activities
o Greeting and assisting clients and visitors to the Branch and providing administrative assistance when
needed
o Trade processing and handling Financial Advisor corrections
o Maintaining the new account process for the Branch
o Interface with external clients, anticipate their needs, and follow through to provide exceptional
service
o Provide service to internal branch clients by interfacing with management, managing the
relationships with assigned Financial Advisors, coordinating with the operations function, and
performing administrative duties
o Support and drive firm initiatives
o Maintain risk awareness and regulatory knowledge
Skills and
Preferred Qualifications o 1-3 years of relevant Branch operations experience
o Series 7 and 66 licensed, for Registered BSAs
o High School Diploma or equivalent required, College Degree recommended
Our Offering UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Take the next step Ready to take the next step? Apply now at . We look forward to hearing from you.
Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.Estimated Salary: $20 to $28 per hour based on qualifications.
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