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    Team Administrator - Irvine, United States - UBS

    UBS
    UBS Irvine, United States

    1 week ago

    Default job background
    Description
    Your role


    Your job as a Team Administrator is to lead the daily operations of the team and ensure service excellence for clients.

    You guide the team of Client Service Associates (CSA) to ensure all client requests, Financial Advisor requests and branch alerts are monitored and timelines are met by all team members.

    You oversee and manage escalated clients issues and act as a lead service provider for high priority relationships. You escalate issues in an appropriate manner and contribute to and/or provide information in accordance to decision making processes.

    You maintain up to date knowledge of firm resources, policies and procedures and you establish process by which the team adheres to them.

    You are responsible for the team schedule and ensure all client materials are prepared and reviewed prior to distribution.

    You are a self-starter who is comfortable managing people in complex and evolving situations. You are independent, motivated, proactive, and focused. You effectively communicate information and are a team player. You report directly to the Administrative Manager or Operations Manager.

    The key tasks of your job as a Team Administrator include the following

    Relationship Management

    Coordinate and lead team members to ensure adherence to all operations and administrative procedures.

    Oversee branch systems (e.g. contact management, CAI) to ensure information is up to date with key client info

    Educate clients on account services and capabilities (e.g., Statements, Online Services, Lending Opportunities, and

    RMA Cards). Train and monitor CSAs that educate clients on account services and capabilities

    Prioritize account service requests and review daily reports and alerts so they can be appropriately delegated or

    processed. Monitor that all requests/alerts are completed.

    Oversee the client on-boarding process (set up new accounts and collect appropriate setup documentation)

    Attend client meetings, as needed, in order to perform (when appropriate), delegate and track follow-up items

    Oversee the support provided to Financial Advisors in client relationship building and business development activities

    (e.g., event planning, developing/maintaining marketing materials, etc.)

    Wealth Management

    Oversee meeting preparation and ensure all client meeting materials are prepared and professional

    Oversee or input orders within appropriate system when received and ensure the completion of associated paperwork with orders

    Oversee or input client data into firm planning/proposal tools for review by Financial Advisors. Train and monitor CSAs to input client data

    Practice Management

    Partner with Financial Advisors in the development of a repeatable and scalable client service matrix

    Support Financial Advisors, as needed, in the development of a team business plan, identifying client opportunities and book segmentation

    Manage the use of team technology and ensure all team members are trained accordingly

    Provide oversight to the team calendar

    Provide input on support team development needs and performance overall

    Join us

    At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working.

    Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.


    From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.

    We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.

    Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

    Your expertise

    * ideally 8+ years of experience as a financial services CSA, administrative manager, operations manager or similar role
    * series 7 and 66 (bachelor`s degree a plus)
    * demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
    * skilled at managing people
    * strong written and verbal communicator (and you know how to handle challenging situations)
    * independent, motivated, proactive, and focused

    About us

    UBS is the world's largest and the only truly global wealth manager.

    We operate through four business divisions:
    Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

    We have a presence in all major financial centers in more than 50 countries.
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