United States - New Jersey

Operations

Global Wealth Management

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 a 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 40+ Client Service Associates, 250+ Financial Advisors, and ~200,000+ 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

Job Reference #

338289BR

City

Weehawken

Job Type

Full Time

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 2-3 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 required
• 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 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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

The indicative gross base salary range as a full-time equivalent role:
• United States - New Jersey - Weehawken min USD 70000 - max USD 93000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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. 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.