Your role
Are you a confident decision maker and problem solver? Do you lead by example? Do you enjoy problem solving and have the ability to influence people around you in positive and professional way? We're looking for someone like you that can:
• Serve as deputy to the Wealth Advice Center Operations Managers by assisting with the daily review of items including client money movement, trades, new account approvals, client correspondence, and trade error correction
• Ensure branch Operations Personnel are addressing service requests from our 60+ Client Service Associates, 250+ Financial Advisors, and 300,000+ clients in a timely and efficient manner
• Train and develop new Operations team members as they join the Wealth Advice Center platform
• Identify and escalate the resolution of urgent client service issues
• Drive and execute various business initiatives that are in line with the WAC's growth plan
• Promote a culture of ongoing learning & development
• Implement service excellence standards, including coaching and educating operational Support Staff on the Client Experience best practices and suitability
Detailed salary information:
• Weehawken: the salary range for this role is $85000 to $
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
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 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.
Your team
You'll be working as part of our Operations team managing helping to managed the day to day supervisory review process within the Wealth Advice Center. You will play a critical role in assisting our Operations team management mitigate operational risk while simultaneously delivering excellent, timely service to our clients and our sales teams.
Your expertise
You have:
• ideally 3+ years of experience working with a leading financial institution
• A strong track record of success in previous positions
• SIE, Series 7, Series 66, Series 9, and Series 10 licenses
• Undergraduate degree is mandatory
You are:
• Known for getting things done and inspiring others to follow you
• Highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• An excellent problem solver and collaborate well with other people and teams
• Proficient with Microsoft Suite Applications, including Outlook, Word & Excel
• An individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
• Driven with a proactive mindset
• An excellent listener and have outstanding communication skills, both verbal and written
• Able to adapt and work well under pressure in a demanding corporate environment
• Able to manage projects independently while assuming a high level of responsibility
• Ability to lead and positively influence others in a challenging environment
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. Learn more
Salary information
US Only: The expected salary range for this role is $85000 to $ based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.
