Advisor Transition Analyst

Job Reference #
288492BR

Job Type
Full Time

Your role
Are you truly service oriented? Do you enjoy providing best in class experiences and going above and beyond to ensure tasks are met and exceeded?

Do you know how to keep an eye out for and avoid risk? Are you skilled at assessing processes and making improvements?

We’re looking for a Advisor Transition Analyst/ Onboarding Analyst to:

• help to onboard Advisor recruit teams and their clients
• develop and control process flow and deadlines, collect the right documentation for account opening and service requests
• collaborate across business units, driving day-to-day execution
• keep management systems up-to-date with client information
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• be independent, motivated, proactive and focused to take action
• be passionate about the client experience, with strong interpersonal skills
• be a self-starter who is comfortable managing evolving situations
• ensure compliance with policies, standards and regulatory requirements with client communications and account opening
• identify opportunities to improve our processes and recommend changes
• prepare reports / documentation and present to stakeholders on progress as well as problems and solutions
• travel domestically on a regular basis, dependent on recruit teams being hired across the country
  
  

Detailed salary information :

• San Diego, San Francisco, Los Angeles, New York: the salary range for this role is $70000 to $80000
  
  

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 .

Your team
You’ll be working in the Wealth Management Americas Division, focusing on providing best-in-class service to new Financial Advisors/teams that join UBS. As an Onboarding analyst, you’ll play an important role in ensuring our clients are our number one priority.

Your expertise

• bachelor or associate degree or equivalent
• ideally 2 years of experience in client services or working with financial advisors
• series 7 and 66 licenses preferred
• good understanding of operational processes in financial services
• excellent written and verbal communication skills, able to tailor style to your audience
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• inquisitive, able to challenge effectively and manage conflicting needs
• self-starter, willing to take on responsibility
• strong analytical problem solving skills
• sound judgment and decision-making skills, ability to juggle multiple competing priorities, and ability to work under deadline pressure
  
  

About Us
UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How We Hire

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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?

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.

Salary Information
US Only: The expected salary range for this role is $70000 to $80000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.