Jobs at UBS
715,113 open positions
Client Onboarding Specialist
Company: UBS
Location: Nashville, TN
Posted Oct 11, 2023
Your expertise • BA/BS degree in Finance , Business, Legal Studies, and/or similar discipline• ideally 1+ years of relevant experience, preferably working in financial services, compliance, or law • ability to analyze client information and documentation to facilitate account opening• understanding of rules, regulations, and regulatory requirements (BSA / US Patriot Act / OFAC / Dodd Frank)• strong organizational/time management skills and attention to detail• exceptional written and verbal communication 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. This role offers a unique opportunity to build relationships across multiple IB functions and establish partnerships with internal credit, legal, compliance, and operations teams. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Your team You will be working as part of the IB Client Onboarding team in Nashville, TN. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. This is a highly visible group. Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. Team members play an important role in the success of multiple lines of business and have a direct impact on the reputation of UBS. 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.
Team Administrator
Company: UBS
Location: Atlanta, GA
Posted Dec 12, 2023
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Your expertise • ideal 3-5 years of experience as a financial services CSA, administrative manager, operations manager or similar role• series 7 and 66 (bachelor`s degree a plus)• demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)• skilled at managing people• strong written and verbal communicator (and you know how to handle challenging situations)• independent, motivated, proactive, and focused About us UBS is the world's largest and the only truly global wealth manager. Our role is to manage, preserve and grow the wealth of our clients. Your team You'll be working on our Wealth Management team. Our team offers solutions for managing wealth and planning for succession. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. 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. Together we're more than ourselves.
Client Associate
Company: UBS
Location: Charlotte, NC
Posted Dec 12, 2023
We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Your team You'll be working in the Charlotte, NC branch with a top level team. As a Client Associate, you'll play an important role in the growth of this top team as well as in the Charlotte branch. We provide excellent benefits and opportunities for growth. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. Your expertise • series 7 and 66 licenses preferred, but we will assist you with obtaining.• ideally 2-5 years of experience in client service, within the finance sector• bachelor degree preferred• excellent communicator, with solid interpersonal skills• detail oriented (nothing gets past you)• proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Disclaimer / Policy Statements UBS is an Equal Opportunity Employer. Together we're more than ourselves. 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.