Job Reference #
324802BRJob Type
Full TimeYour role
The position requires daily interaction with various broker dealers, internal branch network, other Operations groups, and technology teams.The position requires learning the function and products regarding the transfer process in order to become a Subject Matter Expert.The employee will have the opportunity to analyze and improve processes.The team provides exposure to a multitude of financial products and will assist in establishing or further developing a career within Operations.Key Responsibilities:Manage and oversee the day-to-day processing of Account Transfers, ensuring accuracy and compliance with regulatory requirements.Provide ACAT (Deliver and Receive) processing support to all Client Branches and vendors.Handle ACAT rejects which did not transition smoothly due to mismatches between contra firm and UBSLead a team of professionals, providing guidance, training, and support to ensure high performance and professional development.Collaborate with other departments to ensure seamless execution of Account Transfer and resolve any issues that may arise.Monitor market trends and developments to anticipate and respond to changes in Account Transfers.Develop and implement strategies to improve efficiency and effectiveness in the Account Transfers process.Your team
UBS Financial Services Inc. is a leading firm in the financial services industry, dedicated to providing exceptional wealth management service and innovative solutions to our clients. We are seeking a highly motivated and experienced professional to join our team as an Associate Director of Account Transfers.Your expertise
Bachelor’s degree in finance, Business Administration, or a related field; advanced degree preferred.Minimum Of 7 Years Of Experience In Account Transfers.
Strong knowledge of financial markets and Account Transfers processes.Excellent leadership and team management skills.Familiarity with Data visualization tools to present complex financial data clearly and conciselyProficiency in querying and manipulating databases for data extraction and analysis.Exceptional analytical and problem-solving abilities.Strong interpersonal skills.Flexibility to work in night shiftsAbout 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.How We Hire
We may request you to complete one or more assessments during the application process. Learn moreJoin us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
