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About the Role
We are seeking an Operations Officer to serve as an operational subject matter expert, assist in managing staff, educate employees on policies, handle client issues, and oversee operational tasks. This role involves monitoring accounts and transactions, performing supervisory functions, and reporting to the Market Operations Officer.
Responsibilities
- Be an operational subject matter expert in the Market area
- Assist in managing operational support staff
- Educate all employees on operational policies and procedures
- Manage operations-related client issues
- Oversee operational tasks related to account opening and maintenance, funds received and disbursed, and margin/risk items
- Monitor client accounts and transactions
- Perform delegated supervisory functions, approvals and authorizations for the Market
- Report into the Market Operations Officer aligned to the Market
Requirements
- Series 7, 66, and 9/10 or 8
- Management experience in branch operations
- High school diploma or equivalent
- College degree a plus
- Motivated, self-directed and driven
- Talented at building partnerships and knowing when to delegate
- Skilled at creating a positive business culture
Skills
- Operational subject matter expertise
- Staff management
- Policy and procedure education
- Client issue resolution
- Account opening and maintenance oversight
- Funds management
- Margin/risk item management
- Client account and transaction monitoring
- Delegated supervisory functions
- Approvals and authorizations
- Partnership building
- Delegation
- Positive business culture creation
- Human touch
Location
- New York, New York
Work Type
- In-person
- Full-time
Experience Level
- Ideally 5 years of experience with a leading financial institution
Education Level
- High school diploma or equivalent
- College degree a plus
Salary/Compensations
- Min USD 120000 - max USD 145000 /annum
Benefits
- Competitive benefits
About the Company
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- We also provide diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.
- Want to find out more? Visit ubs.com/careers.
Equal Opportunity
- 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.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.