Service Team Manager, UBS Wealth Advice Center
Apply NowCompany: UBS
Location: Charlotte, NC 28254
Description:
Your role
Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?
We're looking for someone like you that can:
manage a team of Wealth Management Associates (WMAs) within the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client's segments at UBS. Our office consists of 100+ Wealth Management Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18Bn.
ensure your team of Wealth Management Associates are addressing service requests from our clients and our Financial Advisors in a timely manner
prioritize account service and delegate daily case assignments to your team of WMAs
onboard and develop new WMAs as they join the Wealth Advice Center platform
manage all service center-like aspects to ensure things run smoothly, including escalated matters and call handling with defined SLAs
Your team
You'll be working as part of the Wealth Advice Center's Service team managing a portion of our Wealth Management Associates population, from newly hired to experienced, at the Wealth Advice Center. You will play a critical role in leading a team of Wealth Management Associates tasked with providing excellent service to both our clients and our Financial Advisors while working to proactively coach and develop your team's overall skillset.
Your expertise
You have:
obtained a Bachelor's degree from an accredited institution
experience managing others or have worked in a similar position
SIE, Series 7, 66, 9/10 licenses required
experience in a fast-paced environment where no two days are the same
You are:
known for getting things done and inspiring others to follow you
an excellent problem solver and collaborate well with other people and teams
driven with a proactive mindset
ability to lead and positively influence others
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 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?
Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?
We're looking for someone like you that can:
manage a team of Wealth Management Associates (WMAs) within the UBS Wealth Advice Center, which focuses on the emerging affluent and core affluent client's segments at UBS. Our office consists of 100+ Wealth Management Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18Bn.
ensure your team of Wealth Management Associates are addressing service requests from our clients and our Financial Advisors in a timely manner
prioritize account service and delegate daily case assignments to your team of WMAs
onboard and develop new WMAs as they join the Wealth Advice Center platform
manage all service center-like aspects to ensure things run smoothly, including escalated matters and call handling with defined SLAs
Your team
You'll be working as part of the Wealth Advice Center's Service team managing a portion of our Wealth Management Associates population, from newly hired to experienced, at the Wealth Advice Center. You will play a critical role in leading a team of Wealth Management Associates tasked with providing excellent service to both our clients and our Financial Advisors while working to proactively coach and develop your team's overall skillset.
Your expertise
You have:
obtained a Bachelor's degree from an accredited institution
experience managing others or have worked in a similar position
SIE, Series 7, 66, 9/10 licenses required
experience in a fast-paced environment where no two days are the same
You are:
known for getting things done and inspiring others to follow you
an excellent problem solver and collaborate well with other people and teams
driven with a proactive mindset
ability to lead and positively influence others
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 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?