BUSA Service Transformation Analyst

Job Reference

331913

Jacksonville, Nashville, Plano, Weehawken

Full Time

This role will operate in the capacity of a service transformation analyst, focusing on centralizing servicing across BUSA products. The individual will be responsible for supporting the design and implementation of service strategies, developing service models, and collaborating with cross-functional teams to enhance client service experiences. This role will also involve data analysis, market segmentation recommendations, and the development of client interaction models.

• Support the design of the service strategy to deliver exceptional client service across the banking life cycle, including account opening, new products, and post-origination service experiences
• Develop a bespoke service model to centralize banking services, ensuring clients can receive assistance for any UBS BUSA product from a single point of contact
• Create a multi-channel service and support strategy to enhance client accessibility and convenience
• Collaborate with cross-functional teams to gather necessary input and feedback for the BUSA Service Transformation delivery
• Support the development of comprehensive recommendations on market segmentation that align with current business and service practices while enabling future go-to-market strategies
• Develop client service coverage models that cater to both wealth management clients and bank-only clients
• Establish interaction models between clients and various teams, including sales, service, and product specialists, to streamline communication and service delivery
• Engage in data collection, draw insights from analysis, and develop compelling, synthesized recommendations to inform strategic decisions

Weehawken: the salary range for this role is $105000 to $130000. 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

You’ll be part of the Banking Service Transformation team.

• A university degree or ideally 2+ years of equivalent experience in service strategy, general strategy, or management consulting
• Experience in financial services for ideally 2+ years
• Knowledge and passion for growth strategy, service team structure, and operations excellence
• Excellent problem-solving and analytical skills, attention to detail, and project management capabilities
• Proficiency in Microsoft Excel, PowerPoint, and PowerBI
• Strong communication skills, both verbal and written
• Ability to work effectively within a highly collaborative team setting
• Highly organized with a willingness to remain responsive
• Experience in Agile environments

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

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 people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.

And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.