UBS · 20 hours ago
Service Associate
Washington, United States
Full-time
Onsite
Mid Level
$60K/yr - $77K/yr
3+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Service Associate to manage cash functions, process securities, and maintain strong relationships with financial advisors while ensuring risk awareness and regulatory compliance.
Asset ManagementBankingFinancial ServicesWealth Management
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
Create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
Maintain risk awareness and regulatory knowledge
Qualification
Required
ideally 3 years of experience in client service, within the finance sector
excellent communicator, with solid interpersonal skills
detail oriented
proficient in Microsoft Office Suite
Preferred
bachelor's degree preferred
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
Company data provided by crunchbase