Service Team Manager, UBS Wealth Advice Center
UBS
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
Detailed salary information:
• Weehawken: the salary range for this role is $85000 to $120000
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.
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
Detailed salary information:
• Weehawken: the salary range for this role is $85000 to $120000
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.
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