Jorge D. Aguilar
Service Associate at UBS
- Role
- Service Associate at UBS
- Location
- Alexandria, VA, US
- LinkedIn followers
- 500 followers
Experience
Service Associate
Dec 2024 — Present · DC, US
Conducted operation activities for the Mid-Atlantic market covering 15+ wirecodes in DC, PA, DE, and NJLed efforts to follow internal & regulatory operational requirements by enhancing branch record management systems & adhering to policy.Responsible for the review of forms and money movements such as ACATS, Funds Transfers, Wires, Required Minimum Distributions, & more.Completed processing of funds such as checks and physical stock certificates.
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