Description

Job Reference #
334591BR

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

Title
Operations Officer

City
Birmingham, Cleveland, Detroit

Job Type
Full Time

Country / State
United States - Michigan, United States - Ohio

Function Category
Business development, Business management, administration and support, Management and Business Support, Operations, Risk

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 within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

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 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. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Ohio - Cleveland min USD 80000 - max USD 100000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.



Requisition #: 334591BR

r1d4rh5eu