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Trade and Processing Specialist
United States - Ohio
Administration and Support
Wealth Management Americas
Full Time
UBS is a leading global financial services firm. As part of Global Wealth Management & Business
Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its
international clientele, ranging from wealthy individuals to institutional investors to multinational
corporations. We are one of the world's leading wealth management businesses, the premier Swiss
retail bank and one of the top private client businesses in the USA. By combining your talent with our
strength, we can achieve great results.
Your job, as a Branch Service Associate, is to:
• Performing cash management functions, processing securities and correspondence, keeping records
and performing margin activities
• Greeting and assisting clients and visitors to the Branch and providing administrative assistance when
• Trade processing and handling Financial Advisor corrections
• Maintaining the new account process for the Branch
• Interface with external clients, anticipate their needs, and follow through to provide exceptional
• Provide service to internal branch clients by interfacing with management, managing the
relationships with assigned Financial Advisors, coordinating with the operations function, and
performing administrative duties
• Support and drive firm initiatives
• Maintain risk awareness and regulatory knowledge
Skills and Abilities
• Client service oriented
• Team player
• Detail oriented with proven organizational skills
• Manages time efficiently and can multi-task
• Proven written and verbal communication skills
• Self-starter who is comfortable managing complex and evolving situations
• Independent, motivated, proactive, and focused to take action
• 1-3 years experience with a leading financial institution
• Series 7, 66 and Insurance license are recommended
• High School Diploma or equivalent required
College Degree recommended
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Ready to take the next step? Apply now at We look forward to hearing from you.
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.

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