Account Transfers Deliver & Receive Exception Processing Analyst- US UBS

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

Your role As an Authorized Officer of Account Transfers at UBS Financial Services Inc., your primary responsibilities will include: - Processing daily ACAT (Deliver and Receive) transfers to ensure completeness and accuracy of the reports. - Handling rejects that did not transition smoothly due to mismatches between contra firm and UBS within market deadlines. - Supporting new FAs coming over via new recruits function to ensure their client accounts transition correctly. - Providing prompt and accurate responses to systemic requests from Client Branches and email inquiries for broker dealer firms. - Identifying issues and escalating them to the right stakeholders in a timely manner to avoid ...

Posted 5 days ago

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