Senior Associate - IS Product Support

UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland’s leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.Your job will entail overseeing daily operations of the Diversified Returns Strategy (DRS) program, including account opening and maintenance, allocation changes, legal changes of ownership and terminations. You will assist with projects related to the transfer of the DRS product to the Strategic Wealth Portfolio (SWP)platform. You will also be involved in UAT testing of downstream systems. You will also assist in the development of procedures to streamline DRS account openings and maintenance and to research individual securities to determine DRS program eligibility. Your job will include maintaining the Firm’s non-proprietary Hedge Fund Referral Program and pre-qualify clients for hedge fund investments. You will work closely with management to oversee the day to day workflow in investment operations. You will be responsible for the review and appeal of the re-open STAR communication application between the branch and IS. You will communicate with senior management on significant issues that arise. You will help with issues related to new strategies and product introduction, as it pertains to account set-up, maintenance and workflow. You will review time sensitive branch requests and assign to the appropriate liaison, investigate and work with brokerage operations to solve time sensitive issues necessary for limiting firm liability and contribute to the annual employee performance review.We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.If you are attracted to joining an organization where every individual’s contribution counts and where your talent will impact on our future, please apply for this position. It starts with you. Disclaimer / Policy Statements UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
REQUIREMENTS
Basic Qualifications:You are a professional with a college degree and knowledge of industry regulations (Basic IRS rules, ERISA rules, Client suitability, Etc…). You have strong time management, organizational, problem solving, communication, interpersonal, project management and negotiation skills. You are proficient with the GIM2 trading system and all related report functionally. You are extremely advanced in Microsoft Excel and proficient in the other Microsoft applications. You possess the ability to work independently as well as part of a team and with various departments and levels.