Branch Ops Manager, UBS Wealth Advice Center — UBS
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Descrizione completa
Are you a confident decision maker and problem solver? Do you lead by example? Do you enjoy problem solving and have the ability to influence people around you in positive and professional way? We’re looking for someone like you that can:
- Serve as the Operations Manager of the Wealth Advice Center, an office consisting of 200,000+ clients, 400+ Financial Advisors and Team Associates
- Ensure that the review of all daily Operational items including client money movement, trades, new account approvals, and client correspondence are completed in a timely and efficient manner
- Manage the Wealth Advice Center Assistant Operations Managers, Branch Service Associates, and KYC Team
- Partner with our Supervisory team to ensure the Operations Team, Client Service Associate Teams, and Financial Advisors are in compliance with all firm policies and procedures
- Train and develop new Operations team members as they join the Wealth Advice Center platform
- Identify and escalate the resolution of urgent client services issues
- Drive and execute various business initiatives that are in line with the WAC’s growth plan
- Promote a culture of ongoing learning & development
- Implement service excellence standards, including coaching and educating operational Support Staff on the UBS Client Experience
Dettagli dell'offerta
- Azienda: UBS
- Posizione: Branch Ops Manager, UBS Wealth Advice Center
- Sede: Ticino, Ticino
- Stipendio: CHF 68'000 - 103'000 (fonte non verificata)
- Settore: Finanza / Banca
- Scaduta il: 2026-06-10
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