Internal Field Support Specialist, UBS Wealth Advice Center

City

Charlotte, Weehawken

Job Type

Full Time

Country / State

United States - New Jersey, United States - North Carolina

Function Category

Business management, administration and support

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

The UBS Wealth Advice Center is a UBS branch located in Weehawken, NJ and Charlotte, NC committed to providing advice and guidance to Emerging Affluent clients through a consistently delivered hybrid digital client experience.

The UBS Wealth Advice Center currently serves over 300,000 clients. Our clients are served remotely (phone) by a team of more than 200 professionals including both Financial Advisors and Client Service Associates—who work individually with clients to understand their needs and assist them in achieving their goals.

Your expertise

You have:
• SIE, Series 7 and 66 (required)
• a Bachelor's degree from an accredited institution
• a broad understanding of wealth management including insight to financial advisors' business models and client needs/accounts
• demonstrated examples of strategic thinking
• proven analytical capability and ability to package information
• the ability to be self-directed and meet rigorous deadlines in a very fast-paced, high profile environment

You are:
• able to proactively identify opportunities to drive business
• able to quickly and effectively identify problems and partner internally to resolve issues
• consistently contribute to the forward growth of the business by "thinking outside the box"
• excited to join a growing business unit and contribute to its success by developing strategies and functions to grow the client base

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more