Equity Plan Data Associate, Workplace Wealth Solutions

United States - New Jersey, United States - Tennessee

Business management, administration and support, Client advisory / Relationship management

Global Wealth Management

Your role

Do you have a passion for excellence and success? Do you thrive on being a product subject matter expert who articulates your expertise to clients, industry partners, and UBS employees through live demonstrations and feature documentation? Do you get excited about delivering products that exceed end user expectations? We are looking for someone like you who can:

• provide support to our clients on customized recordkeeping and administration requests on an on-going basis
• work with the Service Delivery Team and clients to develop customized reports for our Corporate Clients
• identify data solutions for complex data requests received from our Corporate Clients, ie, status rules
• maintain expert product knowledge for timely issue resolution and accurate response to product feature related inquiries
• stay abreast of the latest product development tools and techniques
• analyze customer requirements and assist with providing optimal product feature solutions

Job Reference #

317874BR

City

Nashville, Weehawken

Job Type

Full Time

Your team

WWS is one of the key initiative growth businesses within UBS Wealth Management (WM) and serves as a qualified lead generator for the broader UBS WM business. You’ll be joining the WWS Equity Program Management team. This team is focused on providing white glove service to our corporate clients and their plan participants in support of our industry leading equity plan platform and offering that will exceed corporate client and end user expectations.

Your expertise

• understanding of equity plan compensation
• exceptional time management skills and ability to prioritize workload as well as experience as a technology solutions developer
• proficiency in Plan Admin Pro or other equity plan enterprise solutions
• ability to collaborate across the organization and influence key stakeholders
• strong interpersonal skills with the ability to build relationships across all departments and levels internally and externally
• track record of successful delivery working across multiple teams, on multiple projects in a fast paced market driven environment
• committed to driving value for clients and focused on their satisfaction and loyalty and a self-starter and leader with an ability to work across the firm
• strong communicator with compelling presentation skills, including the use of technology to communicate ideas and strategy
• confident decision-maker, highly organized and detail-oriented as well as positive, with a can-do attitude that motivates and inspires others
• excellent at problem-solving, troubleshooting, analytical, and data management as well as ability to confidently communicate complex topics in a way that is tailored to the audience
• comfortable with moderate to advance MS Excel formulas and features
• looking for an opportunity in a growing business, that is strategically critical to UBS WM's overall success and willing to travel up to 10 percent of the time

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.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

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