• Job Description

  Req#: 312771BR

  Job Reference #

  312771BR

  City

  Wellesley

  Job Type

  Full Time

  Your role

  Are you truly service oriented? Do you know how to take care of people? Are you interested in capital markets?
  
  We’re looking for a Team Associate to:
  
  • answer phones, take messages, schedule client meetings
  • collect documentation for opening new accounts and service requests
  • keep management systems up-to-date with client information
  • educate clients on account services and capabilities
  • facilitate client fund distributions—ACH, Electronic Fund Transfers, Wires, and other banking services
  • help with the preparation of reports and other materials for client meetings
  • execute trades across our book of business if registered or once registered
  • utilize Microsoft Excel to organize client accounts for trading
  • learn about stocks, bonds, and portfolio construction
  
  It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

  Your team

  You’ll be working with the Compass Investment Group in Wellesley. This position requires you to be in the office 5 days per week.
  
  
  https://advisors.ubs.com/compassgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166255&y_source=1_MjQwNjM2MjgtNzE1LWxvY2F0aW9uLndlYnNpdGU=

  Your expertise

  • bachelor degree preferred
  • series 7 and 66 licenses or ability to get licensed
  • ideally experience in client service, within the finance sector
  • excellent communicator, with solid interpersonal skills
  • detail oriented (nothing gets past you)
  • team player & self-starter
  • proficient in Microsoft Excel

  About us

  UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
  
  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  We may request you to complete one or more assessments during the application process. Learn more

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  
  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

  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.

• About the company

  UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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