Operations Officer
| Company | UBS |
|---|---|
| Location | Washington, DC, USA, Sparks, MD, USA, Philadelphia, PA, USA, Mt Laurel Township, NJ, USA, Baltimore, MD, USA |
| Salary | $65000 – $95000 |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Mid Level |
Requirements
- 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
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
Preferred Qualifications
-
No preferred qualifications provided.