Skip to contentService Associate
| Company | UBS |
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| Location | Paramus, NJ, USA |
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| Salary | $55000 – $77000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, Master’s |
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| Experience Level | Mid Level |
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Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
No preferred qualifications provided.
