About this role
Wealth Management Associate, Disbursement Team - Wealth Advice Center at UBS. Location: Dallas, Texas, United States. Role: servicing clients, processing disbursements, educating clients Requirements: Bachelor's degree required; SIE before start; Series 7 and Series 66 to be obtained within 150 days; client-focused with strong communication, detail orientation, and Microsoft Suite proficiency. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English