at UBS
Bulge Bracket Investment BanksPosted 14 days ago
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**Senior Securities Specialist** sought for IB Operations, focusing on delivering exceptional client experiences. Key responsibilities include: driving core services like execution, admin, and wealth management, enhancing operational processes, fostering internal partnerships, and expertly managing client relationships. Required skills entail deep understanding of UBS platforms, strong communication, proficient use of Microsoft Office, and data-driven decision-making. Ideal candidates boast 5+ years in finance/operations, with experience in securities, wealth management, and client relations. Collaborate with RM, SM, and team leads to develop customized strategies for assigned clients.
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Full Job Description
| Are you passionate about working with clients and delivering a great experience? Do you look for opportunities to build strong relationships with clients and colleagues to develop strategies? We are looking for someone like you who can: ensure the delivery of products and services, in-line with the prescribed offering for an assigned set of clients work closely with Relationship Managers, Service Managers and relevant team leads to develop strategies for core services including: execution, administration, wealth management, and accounting support for assigned client set develop company specific business strategies and continuously identify ways to improve service delivery and the efficiency of operational processes develop a deep network of internal partners across Operations, Technology, and Product to deliver an exceptional experience for our corporate clients maintain a deep understanding of UBS plan administration platforms, processing activities, workflow and specific client/plan requirements partner with Lead Financial Advisors and communicate at an executive level to ensure consistent updates on issues relating to corporate clients; serve as a primary point of contact for client, FA, and home office escalation ensure proper maintenance and signoff of client procedures, profiles, runbooks, and manuals in accordance with business requirements effectively communicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc. manage assigned client sets, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects use data effectively to make and support decisions pertaining to the servicing of assigned client relationships | Show more Equity Associate Plan Manager, Workplace Wealth Solutions |
