Are you focused on driving a best in class client experience? Are you passionate about representing the voice of the Field to make it easier to do business and enable a seamless service experience?

We are looking for a Client Experience Specialist for our Wealth Management USA Client Experience Organization to:
• Champion the needs of the field, driving end-to-end engagement and policy improvements that simplify how we do business.
• Lead special projects and ad-hoc initiatives focused on enhancing the client experience for Financial Advisors and their teams, collaborating closely with internal partners and field management.
• Work with Home Office teams to proactively resolve client service issues, manage escalations efficiently, and ensure transparent, timely communication across stakeholders—providing insight and leadership on key trends and challenges.
• Operate the Field Feedback Hub “OneVoice”, the dedicated channel for GWM US to collect, review, and prioritize field feedback. Ensure ideas and concerns from the field are connected to the right teams and influence prioritization within WMA COO.

Detailed salary information:
• Weehawken: the salary range for this role is $100000 to $130000
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 #

325638BR

City

Weehawken

Job Type

Full Time

Your team

• You'll be working in the Wealth Management USA Client Experience organization, who are focused on making it easier for our clients, financial advisors, and their teams to do business so that they can prioritize high value interactions

Your expertise

• Ideally 5 + years of experience in the financial industry and preferably internally within UBS and UBS Wealth Management
• Have an ownership, relationship building mindset and the ability to proactively navigate the organization across field leadership teams and home office stakeholders to deliver pragmatic solutions and drive an exceptional service culture.
• Excellent communication, relationship and stakeholder management skills with ability to be bridge and improve engagement across field and home office leadership teams.
• Ability to multi-task, prioritize accordingly and have exemplary problem-solving skills and desire to elevate the client experience for our Financial Advisors and their teams.
• Experience working with Financial Advisors and field leadership and knowledge of Wealth Management, policies, procedures and operational processes

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 $100000 to $130000 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.