{"id":2239229,"url":"https://alion.io/job/ubs-wealth-management-associate-account-maintenance-team","title":"Wealth Management Associate – Account Maintenance Team","company":{"id":37850,"name":"UBS","domain":"ubs.com","url":"https://alion.io/company/switzerland","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BrassRing","truth_index":{"grade":"B","score":84,"open_postings":37,"ghost_share":0,"stale_share":0.838,"repost_share":0,"time_to_fill_p50_days":20,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":70000,"max_usd":180000,"period":"year","method":"role_country_seniority_unknown","sample_n":12606},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-29T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-29T16:33:43Z","board_verified":true,"closed_at":null,"days_open":30,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":30},"description":"Are you client-focused and committed to delivering a consistent, high-quality service experience? Are you collaborative and comfortable working across teams to resolve client and operational inquiries?We're looking for someone like this who can:\ndeliver exceptional client service by resolving requests accurately, professionally, and within established service standard\nserve as a primary point of contact for clients, Financial Advisors, and business partners to address account servicing needs and inquiries\nprocess account maintenance activities, including profile updates, registration changes, beneficiary updates, account retitling, ownership changes, and authorized party requests\nreview and process client documentation for trust, estate, custodial, corporate, and power of attorney accounts, ensuring accuracy and regulatory compliance\nproactively identify and resolve documentation issues while maintaining a high standard of quality and risk management\nsupport account lifecycle events, operational processing, case management, and remediation activities\neducate clients on account services, digital capabilities, and available solutions to enhance their overall experience\n• maintain accurate records and adhere to all UBS policies, compliance requirements, supervisory procedures, and operational controls","description_format":"text","description_chars":1319,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Commercial & Retail Banks","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-11T01:02:13Z"},{"event":"close","at":"2026-10-13T08:24:01Z"},{"event":"reopen","at":"2026-10-13T12:08:16Z"}],"visa":[],"liveness":{"score":17,"band":"cold","label":"Long shot","p_open":1,"p_active":0.385,"p_room":0.45,"age_days":30,"expected_fill_days":20,"reasons":["conf:2","stale_co","velocity","win:tail","comp:brand"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/ubs-wealth-management-associate-account-maintenance-team","json_url":"https://alion.io/job/ubs-wealth-management-associate-account-maintenance-team.json","meta":{"generated_at":"2026-10-29T19:16:15Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28648,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":37850},"rest":"https://alion.io/mcp/rest/get_company?id=37850"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fubs-wealth-management-associate-account-maintenance-team"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fubs-wealth-management-associate-account-maintenance-team"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fubs-wealth-management-associate-account-maintenance-team"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ubs-wealth-management-associate-account-maintenance-team\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fubs-wealth-management-associate-account-maintenance-team"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2239229}},{"tool":"search_jobs","arguments":{"company":"ubs.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2239229},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}