Client Onboarding Specialist, Workplace Wealth Solutions
: Job Details :


Client Onboarding Specialist, Workplace Wealth Solutions

UBS

Location: Nashville,TN, USA

Date: 2024-12-11T08:41:23Z

Job Description:

Your role

Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of strong client satisfaction? We're looking for someone like you who can:

* become proficient in the understanding and ability to implement new clients on our equity and financial wellness platforms

* develop hands-on knowledge of all UBS equity systems and implementation procedures

* manage multiple client implementation and corporate action project plans, ensuring steps are completed timely while managing client expectations

* work collaboratively with internal Technology, Operations and Call Center teams

* lead weekly client aligned implementation meetings

* participate in internal implementation team meetings as well as WWS meetings

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?

Your expertise

* working knowledge of equity (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.

* undergraduate degree

* excellent written and verbal communication skills as well as exceptional time management skills and ability to prioritize work load

* well-developed analytical and problem solving skills necessary to identify and implement solutions

* ideally, 2+ years of experience in Financial Services industry preferred

* proficient in Microsoft Office Applications and a strategic thinker able to understand and prioritize client needs as well

* able to apply knowledge in decision-making situations and exercise sound judgment in complex environments

* committed to driving value for clients and effectively manage client expectations

* strong communicator with compelling presentation skills, including the use of technology to communicate complex technical topics in clear and easily understood terms

* positive, with a can-do attitude that motivates and inspires 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.

Apply Now!

Similar Jobs (0)