Your role
Do you know how to manage people? Do you have a knack for implementing service standards?
We are looking for an Administrative Officer to:
lead High Net Worth (HNW) Client Associates
team leadership and development: supervise, train, and mentor a team of client associates, driving performance through regular feedback, coaching, and career development.
manage the high-touch service, and workflow for teams supporting clients with complex and significant assets
complex client service oversight - act as a high-level escalation point for complex account issues
bridge gap between the private wealth advisors and the associates, ensure specialized concierge services are handled with precision, discretion, speed
manage branch administration, including branch facilities, human resources matters, P&L and provide administrative support
recruit, select, onboard, train and manage administrative support staff
conduct performance reviews and make personnel decisions related to compensation and promotion
educate all employees on administrative policies and procedures
escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
Join us
At UBS, we know that it''s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always
contact us.
Your expertise
Series 7, 66, 9/10 required for the role
ideally 5+ years of relevant managerial experience in branch operations at a financial institution
strong leadership, communication, and risk-management capabilities
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit
ubs.com/careers
.
Numbers & Facts
Location
Hartford, CT
Skills
Administrative Managementunmatched
Administrative Policiesunmatched
Administrative Skillsunmatched
Artificial Intelligence (AI)unmatched
Asset Managementunmatched
Career Counselingunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
High Net Worthunmatched
Human Resourcesunmatched
Identify Issuesunmatched
Investment Servicesunmatched
Leadershipunmatched
Mentoringunmatched
People Managementunmatched
Performance Reviewsunmatched
Profit & Lossunmatched
Risk Managementunmatched
Staff Policiesunmatched
Staff Trainingunmatched
Team Lead/Managerunmatched
Wealth Managementunmatched
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