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Operations Officer

UBS
San Francisco, CA Full Time
POSTED ON 3/25/2025 CLOSED ON 4/6/2025

What are the responsibilities and job description for the Operations Officer position at UBS?

United States - California
Audit, Business development, Business management, administration and support, Management and Business Support, Operations, Risk, Training and development
Global Wealth Management

Job Reference #

315822BR

City

San Francisco

Job Type

Full Time

Your role

Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?

We’re looking for a Market Operations Officer to:

  • Support the Market as an as an operational subject matter expert within the Field Operations team
  • Manage operational support staff
  • Educate all employees on operational policies and procedures
  • Manage operations-related client issues
  • Oversee account opening and maintenance, funds received and disbursed, correspondence and communications with the public, and trade corrections
  • Monitor client accounts and transactions
  • Perform delegated supervisory functions, approvals and authorizations for the Market

Detailed salary information:
  • San Francisco: the salary range for this role is $90000 to $125000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working in-person as part of Wealth Management Americas as a part of the Field Operations team aligned to the San Francisco Market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

Your expertise

  • Ideally 5 years of experience with a leading financial institution
  • Management experience in branch operations
  • High school diploma or equivalent (college degree a plus)
  • Series 7, 66, and 9/10 or 8 – these licenses are required for this role
  • Talented at building partnerships and knowing when to delegate
  • Skilled at creating a positive business culture (you have the human touch)

About us

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

Salary information

US Only: The expected salary range for this role is $90000 to $125000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

Salary : $90,000 - $125,000

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