Hybrid Administrative Manager, UBS Wealth Advice Center at UBS
UBS · Charlotte, United States Of America · Hybrid
- Professional
- Office in Charlotte
Your role
Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?
• Manage a team of Client Service Associates (CSAs) on the Service Team of the UBS Wealth Advice Center, which focuses on emerging affluent and core affluent client segments at UBS. Our office consists of 70+ Client Service Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18bn.
• Ensure your team of Client Service Associates are addressing service requests from our clients and our Financial Advisors in a timely manner
• Execute Workforce Management (WFM) functions, including staffing incoming call queues and monitoring daily SLAs against defined goals.
• Deliver ongoing coaching and development to your team through trainings, call listening, and regular feedback sessions
• Work with your Team Leads to prioritize account service and delegate daily case assignments
• Onboard and develop new CSAs as they join the Wealth Advice Center platform
• Manage all service center-like aspects to ensure things run smoothly
Detailed salary information:
• Weehawken: the salary range for this role is $85000 to $120000
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.
• Manage a team of Client Service Associates (CSAs) on the Service Team of the UBS Wealth Advice Center, which focuses on emerging affluent and core affluent client segments at UBS. Our office consists of 70+ Client Service Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18bn.
• Ensure your team of Client Service Associates are addressing service requests from our clients and our Financial Advisors in a timely manner
• Execute Workforce Management (WFM) functions, including staffing incoming call queues and monitoring daily SLAs against defined goals.
• Deliver ongoing coaching and development to your team through trainings, call listening, and regular feedback sessions
• Work with your Team Leads to prioritize account service and delegate daily case assignments
• Onboard and develop new CSAs as they join the Wealth Advice Center platform
• Manage all service center-like aspects to ensure things run smoothly
Detailed salary information:
• Weehawken: the salary range for this role is $85000 to $120000
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.
City
Charlotte, Weehawken
Job Type
Full Time
Country / State
United States - New Jersey, United States - North Carolina
Function Category
Management and Business Support
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?
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?
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 the Wealth Advice Center’s Service Team managing a portion of our Client Service Associate population. You will play a critical role in leading your team of Client Service Associates tasked with providing excellent service to both our clients and our Financial Advisors while working to proactively coach and develop your team’s overall skillset.
Your expertise
You have:
• Undergraduate degree is required
• SIE, Series 7, Series 66 licenses are required
• Series 9 and Series 10 are preferred, but must be obtained within 120 days of employment
• A strong track record of success in a similar position managing others with a strong track record of success
You are:
• Known for getting things done and inspiring others to follow you
• Able to manage your time well and handle a large workload in a fast-paced environment
• 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
• 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
• Undergraduate degree is required
• SIE, Series 7, Series 66 licenses are required
• Series 9 and Series 10 are preferred, but must be obtained within 120 days of employment
• A strong track record of success in a similar position managing others with a strong track record of success
You are:
• Known for getting things done and inspiring others to follow you
• Able to manage your time well and handle a large workload in a fast-paced environment
• 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
• 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.
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Salary information
US Only: The expected salary range for this role is $85000 to $120000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.
