Service Associate

Job Reference #

330677

Bellevue, Seattle

Full Time

Are you incredibly organized with an eye for detail? Are you a skilled multitasker? We’re looking for a Service Associate to:

• carry out cash management functions, process securities and correspondence, keep records and perform margin activities as a member of the Field Operations team aligned to the Market
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• maintain risk awareness and regulatory knowledge

Detailed salary information:
Seattle, Bellevue: the salary range for this role is $60000 to $77000. The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

You’ll be working in person within a WMA branch office on the operational team where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

• ideally 3 years of experience in client service, within the finance sector
• bachelor’s degree preferred
• excellent communicator, with solid interpersonal skills
• detail oriented
• proficient in Microsoft Office Suite

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.

We may request you to complete one or more assessments during the application process. Learn more.

US Only:
The expected salary range for this role is $60000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see “Your role” section for detailed salary information.

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.

And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

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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.