Wealth Management Associate, Disbursement Team - Wealth Advice Center

Responsibilities

• 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

• Bachelor's degree or equivalent required
• SIE required to be completed 30 days prior to joining UBS
• Series 7 and Series 66 will need to be obtained within 150 days of employment (Series 66 may be completed prior to start, highly recommended)
• client‑focused and an excellent listener with strong communication skills, both verbal and written
• quick learner with a growth mindset as well as driven and consistently challenge the status quo
• able to work in a fast‑paced environment while being able to think clearly in complex situations
• highly detail‑oriented and resourceful in leveraging resources to accomplish the task at hand
• proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

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.