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UBS
New York, New York, United States
(on-site)
Job Type
Full-Time
Operations Officer
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Operations Officer
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Job Reference #329390BR
Business Divisions
Global Wealth Management
Your role
Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?
We're looking for an Operations Officer to:
• be an operational subject matter expert in the Market area
• assist in managing operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market
• report into the Market Operations Officer aligned to the Market
Detailed salary information:
• New York: the salary range for this role is $80000 to $110000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Title
Operations Officer
City
New York
Job Type
Full Time
Country / State
United States - New York
Function Category
Business development, Business management, administration and support, Management and Business Support, Operations, Process, project and program management, Risk, Training and development
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. 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. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Your team
You'll be working in-person as part of Wealth Management Americas as a part of Field Operations. 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.
Your expertise
• ideally 5 years of experience with a leading financial institution
• management experience in branch operations
• high school diploma or equivalent (college degree a plus)
• series 7, 66, and 9/10 or 8 - these are required for this role
• motivated, self-directed and driven
• talented at building partnerships and knowing when to delegate
• skilled at creating a positive business culture (you have the human touch)
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.
Salary information
US Only: The expected salary range for this role is $80000 to $110000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
Requisition #: 329390BR
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Job ID: 80702246

UBS
United States
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. We combine our wealth management, investment banking and asset management businesses with our Swiss operations to deliver superior financial solutions.
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