Operations Officer

UBS is seeking an Operations Officer in Pennsylvania to support the Field Operations team by managing operational staff, educating employees on policies, and overseeing client account issues. The role requires at least 5 years of experience in financial operations and relevant licenses. UBS promotes flexible working arrangements, including part-time and hybrid options, fostering a collaborative culture to achieve business goals.
Your role
Are you a confident decision maker and problem solver?Do you know how to bring out the best in people?
We're looking for a Operations Officer to:
• support the Market as an as an operational subject matter expert within the Field Operations team
• manage operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee account opening and maintenance, funds received and disbursed, correspondence and communications with the public, and trade corrections
• monitor client accounts and transactions
• perform delegated supervisory functions, approvals and authorizations for the Market
Your team
You'll be working in-person as part of Wealth Management Americas as a part of the Field Operations team aligned to the Mid-Atlantic Market. 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.
Your expertise
• ideally 5 years of experience with a leading financial institution
• management experience in branch operations
• a high school diploma or equivalent (college degree a plus)
• series 7, 66, and 9/10 or 8 - these licenses are required for this role
You are:
• 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)
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.
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?