UBS
Client Onboarding Associate, Workplace Wealth Solutions
UBS, Weehawken, New Jersey, us, 07086
Client Onboarding Associate, Workplace Wealth Solutions Join to apply for the
Client Onboarding Associate, Workplace Wealth Solutions
role at
UBS .
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Job Details
Job Reference #:
317872BR Job Type:
Full Time Your Role Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you thrive managing multiple projects and have a strong aptitude for process and controls? Do you enjoy working with different teams within an organization to achieve high client satisfaction? We are looking for an Implementation Manager who will: Become proficient in understanding and implementing new clients on our equity and financial wellness platforms. Develop hands-on knowledge of all UBS equity systems and implementation procedures. Manage multiple client implementation and corporate action project plans, ensuring timely completion and managing client expectations. Collaborate with internal Technology, Operations, and Call Center teams. Lead weekly client-aligned implementation meetings. Participate in internal implementation team meetings and WWS meetings. Your Team WWS is a key growth initiative within UBS Wealth Management, focused on onboarding new corporate clients and developing ongoing relationships. The team also enhances client satisfaction through managing corporate actions and related projects. Your Expertise
Ideally, 2+ years of experience in the Financial Services industry. Undergraduate degree. Working knowledge of equity instruments (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.). Ability to collaborate across organization and with key stakeholders. Excellent communication, time management, analytical, and problem-solving skills. Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and experienced with MS Teams, SharePoint, OneNote, OneDrive. Adaptable to changing priorities, capable of managing projects independently, and responsible. Ability to handle a large workload in a fast-paced environment with high attention to detail. About Us UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries across major financial centers. We differentiate ourselves through our global reach and broad expertise. Join Us At UBS, our people drive our success. We value diversity, support growth, and offer flexible working options. We are committed to inclusion and provide accommodations during our recruitment process. Equal Opportunity Statement UBS is an Equal Opportunity Employer, respecting and empowering individuals from diverse backgrounds and experiences.
#J-18808-Ljbffr
Client Onboarding Associate, Workplace Wealth Solutions
role at
UBS .
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Job Details
Job Reference #:
317872BR Job Type:
Full Time Your Role Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you thrive managing multiple projects and have a strong aptitude for process and controls? Do you enjoy working with different teams within an organization to achieve high client satisfaction? We are looking for an Implementation Manager who will: Become proficient in understanding and implementing new clients on our equity and financial wellness platforms. Develop hands-on knowledge of all UBS equity systems and implementation procedures. Manage multiple client implementation and corporate action project plans, ensuring timely completion and managing client expectations. Collaborate with internal Technology, Operations, and Call Center teams. Lead weekly client-aligned implementation meetings. Participate in internal implementation team meetings and WWS meetings. Your Team WWS is a key growth initiative within UBS Wealth Management, focused on onboarding new corporate clients and developing ongoing relationships. The team also enhances client satisfaction through managing corporate actions and related projects. Your Expertise
Ideally, 2+ years of experience in the Financial Services industry. Undergraduate degree. Working knowledge of equity instruments (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.). Ability to collaborate across organization and with key stakeholders. Excellent communication, time management, analytical, and problem-solving skills. Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and experienced with MS Teams, SharePoint, OneNote, OneDrive. Adaptable to changing priorities, capable of managing projects independently, and responsible. Ability to handle a large workload in a fast-paced environment with high attention to detail. About Us UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries across major financial centers. We differentiate ourselves through our global reach and broad expertise. Join Us At UBS, our people drive our success. We value diversity, support growth, and offer flexible working options. We are committed to inclusion and provide accommodations during our recruitment process. Equal Opportunity Statement UBS is an Equal Opportunity Employer, respecting and empowering individuals from diverse backgrounds and experiences.
#J-18808-Ljbffr