Description

Job Reference #
339891BR

Business Divisions
Global Wealth Management

Your role
Role Purpose:

A Team Administrator leads the daily operations of the team and ensures service excellence for clients.

Key Responsibilities:

• Manage team of Client Service Associates (CSA) including; team schedule, preparation and review of client materials, monitor client and Financial Advisor requests and ensure timelines are met
• Oversee CSA operations including; client meeting preparation, input of orders and completion of associated documentation
• Educate clients on account services and capabilities and oversee the on boarding process for new clients*Provide support to Financial Advisors and act as a lead service provider for high priority relationships
Key Deliverables:
• Source and recruit CSAs to the team alongside being actively involved in the development of existing CSAs
• Prioritize account service requests and review daily reports and alerts to ensure appropriate delegation and completion

Title
Team Administrator

City
Wellesley

Job Type
Full Time

Country / State
United States - Massachusetts

Function Category
Business management, administration and support

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.

Your team
You'll be working in the Wellesley office.

Your expertise
We are looking for a candidate who is fully licensed and registered SIE, Series 7, Series 66 or Series 63 and Series 65 with at least 5 years of experience.

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 - Massachusetts - Wellesley min USD 60000 - max USD 90000 /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.



Requisition #: 339891BR

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