Associate Insurance And Annuity Specialist US

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

Job Description

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.

Job Type

Full Time

Job Reference #

325192BR

City

Pune

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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that its 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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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 contact us.

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.