Equity Plan Client Onboarding Specialist, Workplace Wealth Solutions

City

Nashville, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - Tennessee

Function Category

Product Management and Development

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

Disclaimer / Policy statements

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.

Your team

Workplace Wealth Solutions (WWS) provides equity plan administration and brokerage services to corporate plan sponsors and plan participants. Our goal is to provide corporate solutions that drive new and retain existing corporate relationships in addition to providing insight and advice to participants regarding their equity plan awards and broader financial wellness.

As a member of the Equity Plan Client Service team you will report directly to the Head of Client Onboarding and Added Services. This team is focused on guiding new corporate relationships through the onboarding process, ensuring a successful implementation of our stock plan administration solutions, tailored to the unique needs of each client. The team is also responsible for driving corporate client satisfaction through management of corporate actions and other projects for existing relationships.

Your expertise

• Certified Equity Professional (CEP) certification a plus
• working knowledge of equity (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.)
• undergraduate degree from an accredited institution
• well-developed analytical and problem solving skills necessary to identify and implement solutions
• proficient in Microsoft Office Applications and a strategic thinker able to understand and prioritize client needs as well
• able to apply knowledge in decision-making situations and exercise sound judgment in complex environments
• committed to driving value for clients and effectively manage client expectations
• can use of technology to communicate complex technical topics in clear and easily understood terms

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.