• Job Description

  Req#: 298571BR

  Job Reference #

  298571BR

  City

  Weehawken

  Job Type

  Full Time

  Your role

  Are you a strategic thinker? Are you able to build relationships easily? Do you know how to use data to support ideas and actions, implement those ideas and measure their success? Are you able to creatively think about ways to solve problems, overcome obstacles and challenge the status quo? Do you excel in a fast-paced, continually evolving environment? If so, we’re looking for someone like you who can:
  
  • partner with WMA Field Organization to drive engagement by being primary point of contact for the Field, including managing inquiries via e-mail inbox and phone line
  • strengthen field partnership by delivering consistently high service levels and effectively managing issue resolution, including acting as liaison between Field and WAC leadership team on client issues
  • oversee migration process end-to-end, including tracking of Field requests, partnering with internal teams to review exceptions, and providing analytics to drive increased Field migration and referral activity
  • support Divisional/Market/Branch office meetings and coordinate WAC portion of home office engagement trips including presenting to Field Leadership, Advisors, CSAs and providing tour of the WAC and follow-up tour communications
  • help define field migration account eligibility, rules of engagement and enhancements to improve the overall FA and Field experience
  • manage weekly and monthly reporting through development and completion of dashboards

  Your team

  The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
  
  The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 200 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

  Your expertise

  • a broad understanding of wealth management including insight to Financial Advisors' business models and client needs/accounts
  • related work with demonstrated examples of strategic thinking
  • Series 7 preferred
  • solid background and understanding of common reporting tools and disciplines
  • proven analytical capability and ability to package information
  • able to proactively identify opportunities to drive business, be a self-starter, and achieve results
  • able to quickly and effectively identify problems and partner internally to resolve issues
  • consistently contribute to the forward growth of the business by "thinking outside the box"
  • excited to join a growing business unit and contribute to its success by developing strategies and functions to grow the client base

  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

  Join us

  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  
  From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

  Contact Details

  UBS Business Solutions SA
  UBS Recruiting

  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.

• About the company

  UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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