Service Team Manager, UBS Wealth Advice Center

UBS • Charlotte, NC

303d

About The Position

We're looking for someone like you that can manage a team of Wealth Management Associates (WMAs) within the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client's segments at UBS. Our office consists of 100+ Wealth Management Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18Bn. You will ensure your team of Wealth Management Associates are addressing service requests from our clients and our Financial Advisors in a timely manner, prioritize account service and delegate daily case assignments to your team of WMAs, onboard and develop new WMAs as they join the Wealth Advice Center platform, and manage all service center-like aspects to ensure things run smoothly, including escalated matters and call handling with defined SLAs.

Requirements

• Obtained a Bachelor's degree from an accredited institution.
• Experience managing others or have worked in a similar position.
• SIE, Series 7, 66, 9/10 licenses required.
• Experience in a fast-paced environment.

Responsibilities

• Manage a team of Wealth Management Associates (WMAs) within the UBS Wealth Advice Center.
• Ensure timely addressing of service requests from clients and Financial Advisors.
• Prioritize account service and delegate daily case assignments to the team of WMAs.
• Onboard and develop new WMAs as they join the Wealth Advice Center platform.
• Manage service center-like aspects to ensure smooth operations, including escalated matters and call handling.

Benefits

• Flexible working arrangements like part-time, job-sharing, and hybrid working.
• Opportunities for gaining new experiences in different roles.
• Access to fresh knowledge and skills.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees