at UBS
Bulge Bracket Investment BanksPosted 2 months ago
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This role supports Wealth Management retail margin clients by ensuring trade activities and disbursements are managed properly and accurately to prevent potential exposure. The specialist supports UBS Bank USA in providing Non-Purpose and Purpose loans and collaborates with business and credit risk to mitigate financial and regulatory risks. The role also meets operational, reporting and standards needs to facilitate risk mitigation and regulatory compliance, while multitasking between email communications and the ServiceWorks exception tool to review and respond to margin exceptions. Strong problem-solving, client-service orientation, and attention to detail are required.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
| Do you enjoy problem solving and collaboration? Do you have proven experience in working with clients within financial services? Are you detail oriented, even when multitasking? Do you know how to shine in a supporting role? We’re looking for a Collateral Specialist to: Support the Wealth Management Retail Margin client base ensuring trade activities and disbursements are managed properly and accurately to prevent potential exposure • Support UBS Bank USA with providing clients with Non-Purpose and Purpose loans • Collaborate with the business and credit risk to mitigate any potential financial and regulatory risk • Meet operational, reporting and standards needs as part of providing services to facilitate risk mitigation or meet regulatory requirements Multi task between email communications and working the ServiceWorks exception tool which provides margin exceptions to be reviewed and responded to | Show more Margin & Lending Core Processing Specialist |
