Operations Officer

Responsibilities

• carry out cash management functions, process securities and correspondence, keep records, and perform margin activities as a member of the Field Operations team aligned to the Market;
• 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.

• Ideally 3 years of experience in client service within the finance sector;
• Bachelor's or master's degree or equivalent, focusing on finance;
• Excellent communicator, with solid interpersonal skills;
• Detail oriented;
• Proficient in Microsoft Office Suite;
• License required: 7, 9, 10, 66.

Washington, Mt. Laurel, Baltimore: $90,000 to $115,000.

Hunt Valley: $90,000 to $110,000.

This role may also be eligible for discretionary incentive compensation. For benefits information, visit

Job Type
:
Full Time

Job Reference #: 321243

Locations
:
Baltimore, Hunt Valley, Mt. Laurel, Philadelphia, Washington

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.