Client Experience Director, UBS Wealth Advice Center
Apply NowCompany: UBS
Location: Charlotte, NC 28254
Description:
Your role
Ready to take your career to the next level? As a Client Experience Director in the Wealth Advice Center (WAC), you will be responsible for designing and implementing strategies to enhance client satisfaction, foster loyalty, and drive retention. The Client Experience Director will be responsible for ensuring clients have exceptional interactions throughout their entire journey. If you have client experience expertise and a proven ability to drive results, this opportunity may be for you!
You will:
analyze client data and feedback to identify opportunities for improvement
lead initiatives to create a seamless and engaging experience for WAC clients at every touch point
design, implement and maintain unique client journeys by building strong experiences to ensure satisfaction and loyalty
collaborate with internal teams to address client concerns and deliver tailored solutions
be held accountable for driving and executing various business initiatives that are in line with the WAC's growth plan
Your team
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.
You'll be working as part of the Business Optimization team acting as a key liaison between clients and internal teams, addressing concerns, gathering feedback, and ensuring client needs are met effectively.
Your expertise
You have:
3+ years of experience in a relevant role
ability to analyze client feedback and data to identify trends and insights
proficiency to develop and implement client focused experiences
familiarity with customer relationship management (CRM) tools and platforms
understanding of client journey mapping and experience design
desire to build relationships enhancing an established culture
excellent written and verbal communication skills
ability to think strategically and articulate thoughts in a clear and professional manner
You are:
creative and innovate with developing unique and impactful client journeys
highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
proficient with Microsoft Suite Applications, including Outlook, Powerpoint, Word & Excel
exhibits self-confidence and composure in high-pressure situations
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?
Ready to take your career to the next level? As a Client Experience Director in the Wealth Advice Center (WAC), you will be responsible for designing and implementing strategies to enhance client satisfaction, foster loyalty, and drive retention. The Client Experience Director will be responsible for ensuring clients have exceptional interactions throughout their entire journey. If you have client experience expertise and a proven ability to drive results, this opportunity may be for you!
You will:
analyze client data and feedback to identify opportunities for improvement
lead initiatives to create a seamless and engaging experience for WAC clients at every touch point
design, implement and maintain unique client journeys by building strong experiences to ensure satisfaction and loyalty
collaborate with internal teams to address client concerns and deliver tailored solutions
be held accountable for driving and executing various business initiatives that are in line with the WAC's growth plan
Your team
The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.
Our team currently serves over 200,000 clients. Our clients are served over the phone by a team of more than 300 professionals including both Financial Advisors and Client Service Associates who work individually with clients to understand their needs and assist them in achieving their goals.
You'll be working as part of the Business Optimization team acting as a key liaison between clients and internal teams, addressing concerns, gathering feedback, and ensuring client needs are met effectively.
Your expertise
You have:
3+ years of experience in a relevant role
ability to analyze client feedback and data to identify trends and insights
proficiency to develop and implement client focused experiences
familiarity with customer relationship management (CRM) tools and platforms
understanding of client journey mapping and experience design
desire to build relationships enhancing an established culture
excellent written and verbal communication skills
ability to think strategically and articulate thoughts in a clear and professional manner
You are:
creative and innovate with developing unique and impactful client journeys
highly detail-oriented, with a strong ability to prioritize tasks and meet deadlines
proficient with Microsoft Suite Applications, including Outlook, Powerpoint, Word & Excel
exhibits self-confidence and composure in high-pressure situations
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?