UBS Financial Services Operations Product Specialist - Insurance and Annuity in Nashville, Tennessee

Your role:

Are you detail oriented, even when multitasking? Do you know how to shine in a supporting role? We’re looking for someone like that to help us:

  • provide operational support for Insurance and Annuity product managers and Financial Advisors

  • interface with external carriers to provide operation support and guidance

  • see that Operations processes - comply with regulations, guidelines, standards and policies

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You’ll be working on the Insurance and Annuity Operations team in Nashville, TN. Responsibilities include: Reconciliation of daily, weekly and monthly DTCC file feeds, research of trade and commission related inquiries, client escalations and monthly reporting requirements. Join our collaborative, problem solving, support team.

Your experience and skills:

You have:

  • Bachelor's degree in Finance, Accounting, Econ, or related field

  • 1+ years of experience working in the financial industry

You are:

– an excellent communicator

– customer orientated and focused on service quality

– always professional (but you have the human touch)

– a flexible, resilient team player with a positive attitude

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 170405BR

Business Divisions: Corporate Center

Title: Operations Product Specialist - Insurance and Annuity

City: Nashville

Job Type: Full Time

Country / State: United States - Tennessee

Function Category: Operations