Are you a strategic thinker? Are you able to build relationships easily? Do you know how to use data to support ideas and actions, implement those ideas and measure their success? Are you able to creatively think about ways to solve problems, overcome obstacles and challenge the status quo? Do you excel in a fast-paced, continually evolving environment?

You will:
• coordinate and execute the client onboarding process for clients migrating from field organization to the Wealth Advice Center (WAC), ensuring a smooth transition and exceptional experience
• conduct detailed reviews of client accounts to verify accurate and complete information during the migration process, introduce WAC benefits and support model
• communicate with field organization (FAs, CSAs, Field Leaders) to address questions, provide guidance, and resolve onboarding-related issues promptly
• collaborate with internal teams to streamline processes, identify opportunities for improvement, and mitigate potential onboarding challenges
• serve as liaison between the field organization and the external WAC Relationship Manager by providing timely and accurate assistance for operational and service matters
• develop a comprehensive understanding of field FA compensation related to WAC, firm’s product suite, migration and referral process to support the field effectively
• provide tailored, high-touch service to field and recently onboarded clients, prioritizing client satisfaction and retention
• respond to client and field partner inquiries with urgency, empathy, and attention to detail
• conduct client outreach initiatives to enhance experience, increase retention and satisfaction
• maintain meticulous records of client interactions, field engagement, onboarding activities, and productivity metrics
• manage follow-ups and ensure tasks are completed with accuracy and efficiency

Job Reference #

312221BR

City

Charlotte, Weehawken

Job Type

Full Time

Your team

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 200 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

Your expertise

You have:
• SIE, Series 7 and 66 (required)
• a Bachelor's degree from an accredited institution
• a broad understanding of wealth management including insight to financial advisors' business models and client needs/accounts
• demonstrated examples of strategic thinking
• proven analytical capability and ability to package information
• the ability to be self-directed and meet rigorous deadlines in a very fast-paced, high profile environment

You are:
• able to proactively identify opportunities to drive business
• able to quickly and effectively identify problems and partner internally to resolve issues
• consistently contribute to the forward growth of the business by "thinking outside the box"
• excited to join a growing business unit and contribute to its success by developing strategies and functions to grow the client base

About us

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.