Operations Officer
Listed on 2025-12-31
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Finance & Banking
Financial Analyst, Financial Compliance
Pay found in job post
Retrieved from the description.
Base pay range$90,000.00/yr - $/yr
Your roleAre you incredibly organized with an eye for detail? Are you a skilled multitasker?
- 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
- greet and assist clients and visitors to the branch, providing exceptional service
- create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
- maintain risk awareness
- Washington, Mt. Laurel, Baltimore: the salary range for this role is $90,000 to $115,000
- Hunt Valley: the salary range for this role is $90,000 to $110,000
This role may also be eligible for discretionary incentive compensation. For benefits information, please visit
Job TypeFull Time
Job Reference #321243
CityBaltimore, Hunt Valley, Mt. Laurel, Philadelphia, Washington
Your teamYou’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.
Your expertise- ideally 3 years of experience in client service, within the finance sector
- bachelor's or master’s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented
- proficient in Microsoft Office Suite
- license required: 7, 9, 10, 66
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.
Salary informationUS Only:
The expected salary range for this role is $90,000 to $115,000 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.
Disclaimer/ Policy statements
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.
Seniority levelNot Applicable
Employment typeFull-time
Job functionSales and Business Development
Banking, Financial Services, and Investment Banking
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