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Operations Officer

  • ... Posted on: Mar 12, 2026
  • ... UBS
  • ... New Baltimore, New York
  • ... Salary: Not Available
  • ... Full-time

Operations Officer   

Job Title :

Operations Officer

Job Type :

Full-time

Job Location :

New Baltimore New York United States

Remote :

No

Jobcon Logo Job Description :

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. Qualifications 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. Salary Washington, Mt. Laurel, Baltimore: $90,000 to $115,000. Hunt Valley: $90,000 to $110,000. This role may also be eligible for discretionary incentive compensation. For benefits information, visit /usbenefits. Job Type : Full Time Job Reference # : 321243BR Locations : Baltimore, Hunt Valley, Mt. Laurel, Philadelphia, Washington 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. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 12, 2026

Reference Number:

14660_56F4FFD5F4D33D65257FEAB6C9DABCA9

Employment:

Full-time

Salary:

Not Available

City:

New Baltimore

Job Origin:

APPCAST_CPC

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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. Qualifications 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. Salary Washington, Mt. Laurel, Baltimore: $90,000 to $115,000. Hunt Valley: $90,000 to $110,000. This role may also be eligible for discretionary incentive compensation. For benefits information, visit /usbenefits. Job Type : Full Time Job Reference # : 321243BR Locations : Baltimore, Hunt Valley, Mt. Laurel, Philadelphia, Washington 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. #J-18808-Ljbffr

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