About The Position
UBS is seeking transitioning U.S. Armed Services members approved for the DOD SkillBridge program for a training assignment in the financial services industry. During the SkillBridge assignment, participants remain active service members and are not UBS employees. The Team Associate will develop professionally through a Wealth Management Associate curriculum led by experienced professionals and internal and external partners, while supporting client money-movement and disbursement needs. The role serves UBS Wealth Advice Center clients through a relationship-based service model, primarily by phone, and works closely with Financial Advisors, Operations, and Risk & Compliance teams. New Wealth Advice Center employees must commit to remaining in the center for at least three years before becoming eligible to transfer internally.
Requirements
- Must be a transitioning U.S. Armed Services member approved for DOD SkillBridge consideration.
- Bachelor's degree or equivalent required.
- SIE required to be completed 30 days before joining UBS.
- Series 7 and Series 66 must be obtained within 150 days of employment; Series 66 may be completed before starting and is highly recommended.
- Client-focused, with strong listening and verbal and written communication skills.
- Quick learner with a growth mindset, drive, and willingness to challenge the status quo.
- Able to work in a fast-paced environment and think clearly in complex situations.
- Highly detail-oriented and resourceful in using available resources to accomplish tasks.
- Proficient with Microsoft Suite applications, including Outlook, Word, and Excel.
- Curious about using AI to improve workflows, with sound judgment to validate outputs and align with policies, risk standards, and ethical-use requirements.
Responsibilities
- Develop professionally through the Wealth Management Associate curriculum and related internal and external learning partnerships.
- Service and deepen relationships with existing clients by delivering timely, accurate, client-centered money-movement solutions and educating clients clearly and professionally.
- Partner with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands-on exposure to the disbursement lifecycle.
- Serve as a subject matter expert on money movement and disbursement activities, including withdrawals, transfers, wires, ACH, check requests, and related servicing needs.
- Support front- and back-office operational functions with accuracy and attention to detail, adhering to UBS policies, procedures, and regulatory requirements.
- Respond promptly to client phone calls and digital inquiries, applying WAC core call principles to provide professional, empathetic, solution-oriented service.
- Own assigned service requests and client outreach from initiation through completion, ensuring clear communication, proper documentation, and timely resolution.
- Collaborate with teammates, Financial Advisors, and internal partners to resolve complex client inquiries and achieve positive client outcomes.
- Explain money-movement processes, timelines, and requirements to clients, set appropriate expectations, and reinforce trust and confidence in UBS.
- Follow and uphold compliance, risk, and operational controls to protect clients, the firm, and the integrity of the client experience.
Benefits
- Flexible working options when possible
- Supportive team and opportunities to grow
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
