Job summary
Job post source
This job is directly from UBS
Job overview
The Trade & Processing Specialist at UBS supports and processes daily trade operations across branches, ensuring accuracy and compliance within the firm's wealth management services.
Responsibilities and impact
The role involves managing day-to-day trade operations, processing reconciliations, handling inquiries related to trade errors and manual orders, supporting team members, and maintaining regulatory and risk awareness.
Compensation and benefits
The salary range is $55,000 to $77,000 depending on experience and qualifications, with eligibility for discretionary incentive compensation and access to UBS benefits.
Experience and skills
Candidates should ideally have 3+ years in financial operational service, be detail-oriented, proficient in Microsoft Office, and possess strong communication and interpersonal skills.
Career development
The position includes a high learning curve with about one year of training to reach full capacity, offering opportunities to gain extensive product and processing knowledge within UBS.
Work environment and culture
UBS promotes an inclusive, collaborative culture focused on diversity, employee support, flexible working options, and disability inclusion.
Company information
UBS is the world's largest global wealth manager operating in over 50 countries with divisions in wealth management, banking, asset management, and investment banking.
Team overview
The candidate will join a team based in Nashville, TN, and Lincoln Harbor, NJ, within the Chief Operations Office providing operational support to Field FA Teams.
Job location and travel
The role is based in Weehawken with team presence in Nashville, TN, and Lincoln Harbor, NJ, offering a professional office environment.
Application process
Applicants may be required to complete assessments during the hiring process; reasonable accommodations are available upon request.
Unique job features
The role offers extensive training, a collaborative team environment, and the chance to work within a leading global wealth management firm.
Company overview
UBS, a leading global financial services firm headquartered in Zurich, Switzerland, specializes in wealth management, investment banking, asset management, and retail banking. The company generates revenue through advisory services, trading, lending, and managing assets for private, institutional, and corporate clients. Founded in 1862, UBS has a rich history marked by strategic mergers, including the notable merger with Swiss Bank Corporation in 1998, which solidified its position as a powerhouse in the financial industry.
How to land this job
Tailor your resume to emphasize your experience in operational service within finance, highlighting your organizational skills, attention to detail, and ability to multitask effectively to match UBS's Trade & Processing Specialist requirements.
Showcase your proficiency with Microsoft Office Suite and your strong communication and interpersonal skills, as these are critical for supporting trade operations and collaborating with field and desk teams.
Apply through multiple channels including UBS's official corporate career site and LinkedIn to maximize your chances of being noticed for this role.
Connect with current employees in UBS’s Chief Operations Office or Trade Processing Team on LinkedIn; use ice breakers like commenting on recent UBS initiatives in operational excellence or asking about their experiences with the training and learning curve for this position.
Optimize your resume for ATS by incorporating keywords from the job description such as 'trade processing,' 'reconciliation,' 'risk awareness,' 'regulatory knowledge,' and 'operational support' to ensure it passes initial automated screenings.
Consider using Jennie Johnson's Power Apply feature to automate and optimize your applications, tailor your resume for ATS, find multiple application portals, and identify relevant UBS contacts to network with, saving you valuable time and increasing your chances of success.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.