Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?
We're looking for an Operations Officer to:
• be an operational subject matter expert in the Market area • assist in managing operational support staff • educate all employees on operational policies and procedures • manage operations-related client issues • oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items • monitor client accounts and transactions • perform delegated supervisory functions, approvals and authorizations for the Market • report into the Market Operations Officer aligned to the Market
This position requires full-time, on-site presence in the office.
Detailed salary information:
• Melville, Garden City: the salary range for this role is $80,000 to $110,000 • Ideally 5 years of experience with a leading financial institution • Management experience in branch operations • High school diploma or equivalent (college degree a plus) • Series 7, 66, and 9/10 or 8 - these are required for this role • Motivated, self-directed and driven • Talented at building partnerships and knowing when to delegate • Skilled at creating a positive business culture (you have the human touch)
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers
You'll be working in-person as part of Wealth Management Americas as a part of Field Operations. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.