Your role

Do you have a passion for excellence and success? Do you thrive on working with high profile corporations? Can you build collaborative relationships with clients and internal business partners to deliver solutions and share best practices? Do you thrive on being a subject matter expert and have the ability to turn corporate clients into long-term business partners and advocates? We're looking for someone with these qualities who can:
• be part of an elite team dedicated to servicing Workplace Wealth Solutions' (WWS) key client corporations• act in consultative capacity with client by developing strategies and processes for core services • play lead role in the planning and migration of clients to new technologies, such as Plan Admin Pro and the OneSource• work closely with the WWS Plan Administration team to ensure they are meeting client deliverables • continually identify ways to improve relationship by suggesting service and process improvements that could positively impact productivity and corporate client satisfaction• serve as primary point of contact for client and advisor on inquiries, research and initial escalations• work with Relationship Manager to prepare project timelines for major events• project Management for events• update corporate client website as requested by the client or internal departments• ensure proper documentation is maintained to support areas for set-up of additional services. Ensure all client processes / procedures are updated and followed per SOX, SAS 70 and ISO 27001 controls• review and escalate client specific custom administration requests (e.g., reports, scripts or custom processes).• conduct testing of new product rollouts and upgrades• participate in client implementation meetings and weekly update calls with client and Relationship Manager.• daily review and approval of administration audit folders

Your team

You'll be joining the WWS Service Management team, reporting directly to the Head of Service and Quality Management. This team is focused on driving corporate client satisfaction, retention, and client loyalty.

UBS provides equity compensation plan administration and wealth management services to corporate plan sponsors and plan participants. Our goal is to: (1) provide effective corporate solutions to drive new and retain existing corporate relationships and (2) provide insight and advice to participants regarding their equity plan awards and broader financial wellness to drive additional wealth management business.

Your expertise
• deep understanding of equity plan compensation and the Wealth Management industry • ability to balance corporate responsibility and risks opposite client needs • ability to collaborate across the organization and influence key stakeholders• past experience working with Financial Advisors • interpersonal / People interaction: excellent written and verbal communication skills• exceptional time management skills and ability to prioritize work load• well-developed analytical and problem solving skills necessary to identify and implement solutions• undergraduate degree in business, equivalent experience required. • CEP designation or willingness to pursue• ideally 5+ years of experience in Financial Services industry• willing to travel up to 10 percent of the time

*LI-UBS

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?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS 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.