Administrative Manager, Wealth Advice Center

Job Reference #

333377

Dallas, Weehawken

Full Time

Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way?

• Manage a team of Client Service Associates (CSAs) on the Service Team of the UBS Wealth Advice Center, which focuses on emerging affluent and core affluent client segments  office consists of 70+ Client Service Associates and 250+ Financial Advisors who serve ~300,000 clients with aggregate assets of nearly ~$18bn.
• Ensure your team of Client Service Associates are addressing service requests from our clients and our Financial Advisors in a timely manner
• Execute Workforce Management (WFM) functions, including staffing incoming call queues and monitoring daily SLAs against defined goals.
• Deliver ongoing coaching and development to your team through trainings, call listening, and regular feedback sessions
• Work with your Team Leads to prioritize account service and delegate daily case assignments
• Onboard and develop new CSAs as they join the Wealth Advice Center platform
• Manage all service center-like aspects to ensure things run smoothly

Detailed salary information:

• Weehawken: the salary range for this role is $85000 to $115000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

We are open to applications from career returners. Find out more about our program on

You’ll be working as part of the Wealth Advice Center’s Service Team managing a portion of our Client Service Associate population. You will play a critical role in leading your team of Client Service Associates tasked with providing excellent service to both our clients and our Financial Advisors while working to proactively coach and develop your team’s overall skillset.

You have:

• Undergraduate degree is required
• SIE, Series 7, Series 66 licenses are required
• Series 9 and Series 10 are preferred, but must be obtained within 120 days of employment
• A strong track record of success in a similar position managing others with a strong track record of success

You are:

• Known for getting things done and inspiring others to follow you
• Able to manage your time well and handle a large workload in a fast-paced environment
• Highly detail oriented and prioritize work to ensure everything is completed in a timely manner
• An excellent problem solver and collaborate well with other people and teams
• An individual that demonstrates self-confidence and the ability to maintain composure in challenging environments
• Driven with a proactive mindset
• An excellent listener and have outstanding communication skills, both verbal and written
• Able to adapt and work well under pressure in a demanding corporate environment
• Able to manage projects independently while assuming a high level of responsibility
• Ability to lead and positively influence others in a challenging environment

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

US Only:
The expected salary range for this role is $85000 to $115000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see “Your role” section for detailed salary information.

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…