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
Your team
You will provide managerial support for two UBS branches in Connecticut - Stamford and Greenwich respectively. An Administrative Officer at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management.
You will be working as part of Wealth Management Americas. We help Ultra Hight Net Worth and Hight Net Worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. You will be a member of the market leadership team, reporting directly to the Market Administrative Office and working closely with the Market Director. You will manage a group of client associates across your branches, acting as a coach on all aspects of the role.
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
