Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

We’re looking for a Team Administrator to:

•guide a team of client associates, making sure all requests and alerts are addressed
•educate clients on account services and capabilities, and train client associates to do the same
•prioritize account service requests and review daily reports so they can be appropriately delegated or processed
•oversee the client onboarding process and client meetings
•support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
•manage the use of team technology and ensure all team members are trained accordingly

Detailed salary information:
• San Diego: the salary range for this role is $60000 to $85000
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 #

325260BR

City

San Diego

Job Type

Full Time

Your team

You’ll be working with a Wealth Management team in the Carmel Valley office. We help high net worth and ultra-high net worth individuals and families meet their financial goals, our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your expertise

• ideally 3+ years of experience in client service within the finance sector as a financial services client associate, administrative manager, operations manager or similar role
•series 7 and 66 (bachelor`s degree a plus)
•demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
•skilled at managing people
•ability to work well within a team and partner with multiple business divisions
•strong written and verbal communicator (and you know how to handle challenging situations)
•independent, motivated, proactive, and focused

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

Salary information

US Only: The expected salary range for this role is $60000 to $85000 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.

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.