Cash Operations Associate

6 days ago
Brooklyn NY, Kings County, NY; New York State, United States UBS Full-time
Full Time serve as the primary point of contact for clients, building strong and positive relationships respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities assist clients with account setup, transfers, and other administrative tasks ensure compliance with company policies, procedures, and regulatory requirements You’ll be working as part of Wealth Management Americas International Division in Miami. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a registered client associate, you’ll play an important role in achieving our goals. Fluent in Spanish required, Portuguese fluency preferred. bachelor's degree in finance, business administration, or a related field fully registered with appropriate licensing and regulatory authorities (SIE, Series 7 and Series 66) previous experience in the financial services industry is highly preferred proficiency in using financial software and tools knowledge of investment products, financial markets, and industry regulationsability to prioritize tasks, manage multiple deadlines, and work effectively under pressure 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. 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Disclaimer / Policy statements

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