Team Administrator
United States
- Massachusetts
Business management, administration and support
Global Wealth Management
Job Reference #
339891BR
City
Wellesley
Job Type
Full Time
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 andpletion 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 andpletion
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
An employer who violates this law shall be subject to criminal penalties and civil liability.
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/careers.
How we hire
We may request you toplete 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
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 ofpetitive benefits and for further information, please visit ubs/employee-benefits. We may, at our sole discretion, provide additional variablepensation 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, wver 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'remitted to disability inclusion and if you need reasonable amodation/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.
