Administrative Manager, Wealth Advice Center

Overview

UBS is a leading 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.

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 a 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+ CSAs and 250+ Financial Advisors who serve 300,000 clients with aggregate assets of nearly $18bn.
• Ensure your team of CSAs 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.

• 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.

• 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 collaborator with other people and teams.
• An individual who demonstrates self-confidence and the ability to maintain composure in challenging environments.
• Driven with a proactive mindset.
• An excellent listener with 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.

Dallas

Full Time

US Only:
The expected salary range for this role is $85,000 to $115,000 based on factors including, but not limited to, experience, qualifications, education, location and skill level.

Visit  for benefits information.

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.