Service Transformation Analyst

United States - New Jersey

Business management, administration and support

Global Wealth Management

Your role

Do you have a passion for supporting the design and implementation of service strategies, developing service models, and collaborating with cross-functional teams to enhance client service experiences? Do you excel in centralizing services across banking products? Do you enjoy data analysis, market segmentation recommendations, and the development of client interaction models?

We’re looking for a BUSA Service Transformation Analyst to:
• support the design of the service strategy to deliver exceptional client service across the banking life cycle, including account opening, new products, and post-origination service experiences
• develop a bespoke service model to centralize banking services, ensuring clients can receive assistance for any UBS BUSA product from a single point of contact
• create a multi-channel service and support strategy to enhance client accessibility and convenience
• collaborate with cross-functional teams to gather necessary input and feedback for the BUSA Service Transformation delivery
• support the development of comprehensive recommendations on market segmentation that align with current business and service practices while enabling future go-to-market strategies
• develop client service coverage models that cater to both wealth management clients and bank-only clients
• establish interaction models between clients and various teams, including sales, service, and product specialists, to streamline communication and service delivery
• engage in data collection, draw insights from analysis, and develop compelling, synthesized recommendations to inform strategic decisions




Detailed salary information:
• New Jersey: the salary range for this role is $85000 to $120000.
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

320713BR

City

Weehawken

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be part of the Banking Service Transformation team, a small cohesive group that drives GWM Banking Americas deposits strategies and leads end-to-end buildout of product solutions for UBS Bank USA (BUSA) Checking and Savings accounts. You will play a critical role in developing new retail banking solutions for clients of WM USA.

Your expertise

• a university degree or ideally 2+ years of equivalent experience in service strategy, general strategy, or management consulting
• experience in financial services for ideally 2+ years
• knowledge and passion for growth strategy, service team structure, and operations excellence
• excellent problem-solving and analytical skills, attention to detail, and project management capabilities
• proficiency in Microsoft Excel, PowerPoint, and PowerBI
• ability to work effectively within a highly collaborative team setting, with exceptional communication skills
• experience in Agile environments

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.

Salary information

US Only: The expected salary range for this role is $85000 to $120000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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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