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UBS Wealth Advice Center, Client Experience Analyst

2 months ago

Charlotte, United States UBS Full time
Your role

Do you thrive on understanding what makes clients tick? Are you passionate about using data to improve processes and drive results? Do you have experience managing multiple projects simultaneously? We're looking for someone like you who can support our client experience initiatives.

You will:
• support multiple functions within the business to effectively serve our clientele
• provide innovative solutions to improve overall client experience and drive client engagement
• collaborate with different teams in developing and implementing new initiatives
• document and track results on key initiatives and analyze impact to the business
• work closely with internal teams to review and develop current and new marketing collateral
• partner with internal team members to plan and execute on employee engagement events across the business

Your team

You will be working as part of the UBS Wealth Advice Center team that supports FA Performance, Client Experience and Employee Engagement. The role will be based out of Weehawken, NJ or Charlotte, NC and will be responsible for delivering ongoing improvements and driving new projects through completion.

Your expertise

You have:
• a bachelor's Degree (required)
• Series 7 and Series 66 (preferred)
• a minimum of 2 years financial services industry or other relevant experience
• ability to collaborate effectively and build strong relationships with key partners across the organization
• a strong understanding of wealth management and financial planning solutions, risk management procedures, and client experience delivery preferred

You are:
• someone who champions a client centric culture
• organized and have the ability to manage competing priorities
• passionate about financial planning and wealth management solutions
• an individual who is capable of receiving and implementing feedback to better one's self
• comfortable taking initiative and acting with an entrepreneurial mindset
• proficient with Microsoft Suite applications, including Outlook, Word, Excel, PowerPoint, & OneNote
• a great communicator, both verbally and in writing, to deliver key messages and updates to a large and diverse group

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?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.