▷ (Apply in 3 Minutes) Associate Insurance And Annuity Specialist (us)

1 week ago

Pune Maharashtra, India UBS Full time

Business Divisions Global Wealth Management Your role Insurance and Annuity operations supports financial advisors by ensuring all aspects of Insurance and Annuity processing are completed timely and accurately Commission Processing including Automated DTCC check and wire payments Trade Support for manual tickets Policy linking for new existing and transferred policies Insurance and Annuity Operational experience strong problem-solving skills and excellent written and verbal skills indicates that this position requires a well-rounded and capable individual Additionally the ability to handle a high-volume working environment and flexibility with evening shifts to support US markets shows the demanding nature of the job Function Category Operations Join us At UBS we know that it s our people with their diverse skills experiences and backgrounds who drive our ongoing success We re dedicated to our craft and passionate about putting our people first with new challenges a supportive team opportunities to grow and flexible working options when possible Our inclusive culture brings out the best in our employees wherever they are on their career journey We also recognize that great work is never done alone That s why collaboration is at the heart of everything we do Because together we re more than ourselves We re committed to disability inclusion and if you need reasonable accommodation adjustments throughout our recruitment process you can always Your team TBD Your expertise Highly motivated with the ability to learn quickly within a pressured environment Multi-tasking and interacting with multiple clients and business partners simultaneously highlight the need for excellent time management and interpersonal skills Proficiency in Microsoft Office applications Excel is important for handling data and performing various tasks efficiently Knowledge of Insurance and Annuity operations included DTCC commission processing Trade Support and settlement of transactions About us UBS is the world s largest and the only truly global wealth manager We operate through four business divisions Global Wealth Management Personal Corporate Banking Asset Management and the Investment Bank Our global reach and the breadth of our expertise set us apart from our competitors We have a presence in all major financial centers in more than 50 countries How we hire We may request you to complete one or more assessments during the application process

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