What are the responsibilities and job description for the Wealth Management Team Administrator position at UBS Financial Services?
Your job as a Team Administrator is to lead the daily operations of the team and ensure service excellence for clients. You guide the team of Client Service Associates (CSA) to ensure all client requests, Financial Advisor requests and branch alerts are monitored and timelines are met by all team members. You oversee and manage escalated clients issues and act as a lead service provider for high priority relationships. You escalate issues in an appropriate manner
and contribute to and/or provide information in accordance to decision making processes. You maintain up to date knowledge of firm resources, policies and procedures and you establish process by which the team adheres to them. You are responsible for the team schedule and ensure all client materials are prepared and reviewed prior to distribution. You are a self-starter who is comfortable managing people in complex and evolving situations. You are independent, motivated, proactive, and focused. You effectively communicate information and are a team player. You report directly to the Administrative Manager
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee discount
- Paid time off
- Vision insurance
License/Certification:
- Series 7 (Required)
Work Location: In person
Salary : $75,000 - $100,000