Trade Operations Specialist at UBS (Nashville, TN)

| Nashville, TN
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Your role

Do you know how to take care of clients? Are you skilled at resolving issues?

We are looking for an Operations Product Specialist to:• support 3rd party investment managers in day-to-day use of our portfolio management platform - VestmarkOne - including trade generation, account reconciliation, system navigation, and model management for SMA and UMA account types• establish yourself as a trusted partner for existing clients and business partners• facilitating smooth onboarding and training for 3rd party investment managers• act as the point of contact between clients and our technical support and development team• be on the lookout for ways to improve processes, reduce risks, strengthen controls, and increase customer satisfaction

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your team

You'll be working in the Wealth Management USA-Advisory Operations team in Nashville. Our team provides operational support across all Advisory Programs. Advisory Operations supports the enrollment of new accounts, terminations of accounts looking to exit the program, and day to day trading around cash deposits and withdrawals. Daily tasks include performance of key risk controls and acting as the point of contact between our existing clients and business partners.

Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise
• ideally 2+ years of experience in Wealth Management / Advisory Operations or a relevant degree (finance, economics, accounting, etc.)• VestmarkOne knowledge preferred• Series 7, 63/65 or 66 preferred• thorough understanding of investment products• ability to multitask and prioritize workload to meet deadlines• strong sense of urgency and attention to detail• ability to collaborate easily with cross-functional colleagues including product and technology teams• strong analytical, problem-solving, and synthesizing skills• ability to identify areas for efficiency and implement solutions• strong communication skills


About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
More Information on UBS
UBS operates in the Fintech industry. UBS was founded in 2022. It has 81283 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 100 open jobs at UBS, click here.
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