Retirement Services Abandoned Property Specialist (US)

Role Overview: As an Operations Specialist in the Global Wealth Management division at UBS, your main responsibility will be to review and process incoming documents for clients. You will provide support to client advisors with document management and ensure that the document records are accurately reflected in the system. Additionally, you will offer advice and assistance to client advisors in various administrative tasks related to client care, such as undeliverable mail research and managing archive systems. Key Responsibilities: - Review and process incoming documents for clients - Provide client advisors with support in document management - Ensure document records align with data in the system - Offer advice and support to client advisors in administrative tasks related to client care Qualifications Required: - Excellent organizational skills - Ability to take responsibility and focus on objectives with a can-do attitude - Passion for dealing with clients - Confidence in communicating with US states regulators - Strong reconciliation skills and proficiency in Microsoft Excel About UBS: UBS is the world's largest and the only truly global wealth manager, operating through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. With a presence in all major financial centers across more than 50 countries, UBS stands out for its global reach and expertise. Joining UBS: UBS values its people and their diverse skills, experiences, and backgrounds, recognizing that they are key to the company's success. As part of UBS, you will have new challenges, a supportive team, growth opportunities, and flexible working options. The inclusive culture at UBS fosters collaboration and empowers employees at all stages of their career journey. Disclaimer / Policy Statements: UBS is an Equal Opportunity Employer that respects and empowers each individual, supporting diverse cultures, perspectives, skills, and experiences within its workforce. If you require reasonable accommodations or adjustments during the recruitment process, feel free to contact UBS.,