Wealth Management Associate, Disbursement Team - Wealth Advice Center

Are you passionate about collaboration with your team? Do you have strong customer service skills? We are looking for someone like you to:

• develop professionally through an extensive developmental Wealth Management Associate curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
• service and deepen relationships within our existing client base by delivering timely, accurate, and client centric money movement solutions, while educating clients with clarity and professionalism
• partner closely with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands-on exposure to the full lifecycle of disbursement activities
• serve as a subject matter expert across all money movement and disbursement activities, including client withdrawals, transfers, wires, ACH, check requests, and related servicing needs
• support front and back office operational functions, ensuring accuracy, attention to detail, and adherence to UBS policies, procedures, and regulatory requirements as well as promptly answer client phone calls and digital inquiries, consistently applying WAC core call principles to deliver professional, empathetic, and solution oriented service
• take full ownership of assigned service requests and client outreaches from initiation through completion, ensuring clear communication, proper documentation, and timely resolution
• collaborate closely with teammates, Financial Advisors, and internal partners across the firm to resolve complex client inquiries and deliver positive client outcomes
• educate clients with clarity on money movement processes, timelines, and requirements, setting appropriate expectations and reinforcing trust and confidence in UBS
• understand, follow, and uphold all compliance, risk, and operational controls to protect our clients, the firm, and the integrity of the client experience

Full Time

339480

Charlotte, Dallas

Are you passionate about collaboration with your team? Do you have strong customer service skills? We are looking for someone like you to:

• develop professionally through an extensive developmental Wealth Management Associate curriculum led by a team of experienced professionals, internal business partners across the bank, and external partnerships
• service and deepen relationships within our existing client base by delivering timely, accurate, and client centric money movement solutions, while educating clients with clarity and professionalism
• partner closely with Financial Advisors, Operations, and Risk & Compliance teams, working directly with clients and gaining hands‑on exposure to the full lifecycle of disbursement activities
• serve as a subject matter expert across all money movement and disbursement activities, including client withdrawals, transfers, wires, ACH, check requests, and related servicing needs
• support front and back office operational functions, ensuring accuracy, attention to detail, and adherence to UBS policies, procedures, and regulatory requirements as well as promptly answer client phone calls and digital inquiries, consistently applying WAC core call principles to deliver professional, empathetic, and solution oriented service
• take full ownership of assigned service requests and client outreaches from initiation through completion, ensuring clear communication, proper documentation, and timely resolution
• collaborate closely with teammates, Financial Advisors, and internal partners across the firm to resolve complex client inquiries and deliver positive client outcomes
• educate clients with clarity on money movement processes, timelines, and requirements, setting appropriate expectations and reinforcing trust and confidence in UBS
• understand, follow, and uphold all compliance, risk, and operational controls to protect our clients, the firm, and the integrity of the client experience

The UBS Wealth Advice Center is a UBS branch with locations in Weehawken, New Jersey;
Charlotte, North Carolina; and Dallas, Texas, focused on delivering consistent, high-quality advice and guidance to Emerging Affluent clients through a scalable, relationship-based service model.

Our team currently supports more than 200,000 clients nationwide. Clients are served by a team of over 400 dedicated professionals, including Financial Advisors and Team Associates, who work directly with clients—primarily over the phone to…