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Service Associate
UBS Fort Lauderdale, FL
$85k-115k (estimate)
Full Time | Securities 1 Week Ago
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UBS is Hiring a Service Associate Near Fort Lauderdale, FL

United States - Florida
Business development, Management and Business Support, Operations, Risk, Training and development
Global Wealth Management

Job Reference #

294383BR

City

Fort Lauderdale

Job Type

Full Time

Your role

Are you incredibly organized with an eye for detail? Are you a skilled multitasker?
We’re looking for a service associate to:
  • carry out cash management functions, process securities and correspondence, keep records and perform margin activities
  • greet and assist clients and visitors to the branch, providing exceptional service
  • create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
  • maintain risk awareness and regulatory knowledge

Your team

You’ll be working 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

You have:
  • ideally 3 years of experience in client service, within the finance sector
  • bachelor's or master`s degree or equivalent, focusing on finance
You are:
  • an excellent communicator, with solid interpersonal skills
  • detail oriented
  • proficient in Microsoft Office Suite

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$85k-115k (estimate)

POST DATE

05/11/2024

EXPIRATION DATE

05/18/2024

HEADQUARTERS

LONDON

SIZE

1,000 - 3,000

FOUNDED

1986

CEO

IAN DAVID MARRIOTT

REVENUE

$50M - $200M

INDUSTRY

Securities

Show more

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The job skills required for Service Associate include Products and Services, Microsoft Office, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Service Associate positions, which can be used as a reference in future career path planning. As a Service Associate, it can be promoted into senior positions as a Sales Manager - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service Associate. You can explore the career advancement for a Service Associate below and select your interested title to get hiring information.

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If you are interested in becoming a Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Service Associate job description and responsibilities

Sales and customer service associates are employees who are responsible for closing out sales deals and attending to customer needs.

01/01/2022: Las Cruces, NM

Many customer service associates are full-time employees, although some may work part-time or as temporary employees.

01/31/2022: Eugene, OR

A strong associate will be able to quickly understand the customer’s problem and propose the best solution.

01/07/2022: Pocatello, ID

The customer service associate at the Home Depot follows procedures for price changes and new products.

12/13/2021: Nashville, TN

Customer Service Associate assist customers with emergency problems or unexpected situations Providing solutions for customer problems.

12/17/2021: Baton Rouge, LA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Service Associate jobs

Typically, a customer service associate will need to obtain their high school diploma or GED.

02/27/2022: Spokane, WA

Conduct research on the employer, hiring manager, and job opportunity.

02/27/2022: Greenville, MS

Communicate as efficiently as possible.

02/04/2022: Saginaw, MI

Don’t pursue close personal relationships with the team.

01/12/2022: Clarksville, TN

Stop Complaining About Missed Calls.

01/18/2022: Cedar Falls, IA

Step 3: View the best colleges and universities for Service Associate.

Butler University
Carroll College
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Providence College
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