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UBS · 1 day ago

IB Operations (DOD SkillBridge Trainee)

Tennessee, United States

Full-time

Onsite

New Grad

UBS is seeking individuals transitioning from the US Armed Services to participate in their SkillBridge training program. As an Operations Associate in the Investment Bank, you will assist in managing transactional processes, ensuring accuracy and efficiency, and supporting various departments within the bank.

Asset ManagementBankingFinancial ServicesWealth Management

No H1B

U.S. Citizen Only

Responsibilities

Assist in processing and verifying transactions, ensuring all data is accurate and compliant with regulatory standards

Handle client inquiries and provide timely and accurate information to ensure client satisfaction

Collect and record client identifying details during the onboarding process and periodic client reviews throughout the client’s relationship with the Investment Bank

Maintain accurate data records, ensuring all records are current and easily accessible. Utilize data to identify trends and areas of improvement

Generate and analyze reports to support various departments and provide insights into operational performance

Identify and mitigate potential risks in operational processes, ensuring the integrity of transactions

Using technology to automate processes and deliver impactful improvements to how we deliver services and create time-saving efficiencies

Work closely with other teams, including Compliance, IT, and Front Office, to ensure seamless operations

Participate in projects aimed at improving operational efficiency and implementing best practices

Qualification

Transaction ProcessingData AnalyticsRisk ManagementProcess OptimizationClient SupportContinuous ImprovementClient Lifecycle ManagementCollaboration

Required

Currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry

Approved for DOD SkillBridge