San Diego, California, United States
9 hours ago
Team Administrator
Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

We’re looking for a Team Administrator to:

•guide a team of client associates, making sure all requests and alerts are addressed
•educate clients on account services and capabilities, and train client associates to do the same
•prioritize account service requests and review daily reports so they can be appropriately delegated or processed
•oversee the client onboarding process and client meetings
•support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
•manage the use of team technology and ensure all team members are trained accordingly

Detailed salary information:
• San Diego: the salary range for this role is $60000 to $85000
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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