Operations Officer jobs in United States
cer-icon
Apply on Employer Site
company-logo

UBS · 3 days ago

Operations Officer

UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking an Operations Officer to manage cash functions, assist clients, and maintain strong partnerships with financial advisors while ensuring risk awareness.

Asset ManagementBankingFinancial ServicesWealth Management
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Client service experienceFinance degreeLicenses 7Microsoft Office SuiteCommunicatorDetail orientedInterpersonal skills

Required

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

Company

UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

leader-logo
Sergio P. Ermotti
Group Chief Executive Officer
linkedin
leader-logo
James Walker
Head CTO for Core Technology & Platforms
linkedin
Company data provided by crunchbase