UBS · 16 hours ago
Service Associate- SkillBridge
San Mateo, CA
Full-time
Onsite
Entry Level
$60K/yr - $77K/yr
3+ years expUBS is a leading global wealth manager and universal bank in Switzerland, and they are seeking individuals transitioning from the US Armed Services for their SkillBridge training program. The Service Associate will carry out cash management functions, assist clients and visitors, create partnerships with financial advisors, and maintain risk awareness and regulatory knowledge.
Asset ManagementBankingFinancial ServicesWealth Management
No H1B
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 and regulatory knowledge
Qualification
Required
Only transitioning armed services members approved for DOD SkillBridge will be considered
ideally 3 years of experience in client service, within the finance sector
bachelor's degree or equivalent, focusing on finance
excellent communicator, with solid interpersonal skills
detail oriented
proficient in Microsoft Office Suite
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
Recent News
2026-01-24
Ledger Insights - blockchain for enterprise
2026-01-24
2026-01-23
Company data provided by crunchbase