What are the responsibilities and job description for the Equity Plan Client Onboarding Specialist, Workplace Wealth Solutions position at UBS?
Job Reference #
308178BR
Job Type
Full Time
Your role
Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of strong client satisfaction? We're looking for someone like you who can:
Workplace Wealth Solutions (WWS) provides equity plan administration and brokerage services to corporate plan sponsors and plan participants. Our goal is to provide corporate solutions that drive new and retain existing corporate relationships in addition to providing insight and advice to participants regarding their equity plan awards and broader financial wellness.
As a member of the Equity Plan Client Service team you will report directly to the Head of Client Onboarding and Added Services. This team is focused on guiding new corporate relationships through the onboarding process, ensuring a successful implementation of our stock plan administration solutions, tailored to the unique needs of each client. The team is also responsible for driving corporate client satisfaction through management of corporate actions and other projects for existing relationships.
Your expertise
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.
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.
308178BR
Job Type
Full Time
Your role
Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of strong client satisfaction? We're looking for someone like you who can:
- become proficient in the understanding and ability to implement new clients on our equity and financial wellness platforms
- develop hands-on knowledge of all UBS equity systems and implementation procedures
- manage multiple client implementation and corporate action project plans, ensuring steps are completed timely while managing client expectations
- work collaboratively with internal Technology, Operations and Call Center teams
- lead weekly client aligned implementation meetings
- participate in internal implementation team meetings as well as WWS meetings
Workplace Wealth Solutions (WWS) provides equity plan administration and brokerage services to corporate plan sponsors and plan participants. Our goal is to provide corporate solutions that drive new and retain existing corporate relationships in addition to providing insight and advice to participants regarding their equity plan awards and broader financial wellness.
As a member of the Equity Plan Client Service team you will report directly to the Head of Client Onboarding and Added Services. This team is focused on guiding new corporate relationships through the onboarding process, ensuring a successful implementation of our stock plan administration solutions, tailored to the unique needs of each client. The team is also responsible for driving corporate client satisfaction through management of corporate actions and other projects for existing relationships.
Your expertise
- Certified Equity Professional (CEP) certification a plus
- working knowledge of equity (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.)
- undergraduate degree from an accredited institution
- well-developed analytical and problem solving skills necessary to identify and implement solutions
- proficient in Microsoft Office Applications and a strategic thinker able to understand and prioritize client needs as well
- able to apply knowledge in decision-making situations and exercise sound judgment in complex environments
- committed to driving value for clients and effectively manage client expectations
- can use of technology to communicate complex technical topics in clear and easily understood terms
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.
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.
