LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Operations Specialist - Wealth Management Americas

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Operations Specialist - Wealth Management Americas (South Florida):** Lead operations and administrative team (8+ years exp.), manage facilities, ensure compliance (5+ years compliance exp.), drive service excellence, handle new client accounts, and resolve operational escalations (5+ experience in wealth management). Key skills: strategic planning, people management, process improvement, regulatory compliance, customer service.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Were looking for a South Florida Market Administrative Officer to: lead the operations and administrative team, conducting performance reviews and making personnel decisions manage administration, including facilities, and oversee overall cost management make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements guarantee that the team meets service excellence standards oversee new client accounts, client correspondence and communications with the public act as a point of escalation for service breaks, operations issues and business continuity, resolving escalated issues from branchesShow more Market Administrative Officer

Operations Specialist - Wealth Management Americas

Compensation

Not specified

City: Not specified

Country: United States

UBS logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Operations Specialist - Wealth Management Americas (South Florida):** Lead operations and administrative team (8+ years exp.), manage facilities, ensure compliance (5+ years compliance exp.), drive service excellence, handle new client accounts, and resolve operational escalations (5+ experience in wealth management). Key skills: strategic planning, people management, process improvement, regulatory compliance, customer service.

Full Job Description

Were looking for a South Florida Market Administrative Officer to: lead the operations and administrative team, conducting performance reviews and making personnel decisions manage administration, including facilities, and oversee overall cost management make sure all employees complete required training and receive coaching on administrative policies, procedures and risk management and comply with all legal and regulatory requirements guarantee that the team meets service excellence standards oversee new client accounts, client correspondence and communications with the public act as a point of escalation for service breaks, operations issues and business continuity, resolving escalated issues from branchesShow more Market Administrative Officer