Client Experience Director, New England Market

City

Hartford

Job Type

Full Time

Country / State

United States - Connecticut

Function Category

Business 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

You'll be working alongside your peers representing the 20 geographical markets as part of the Wealth Management USA Client Experience organization with a mission to make it easier to do business so our Financial Advisors and their teams can spend more time with their clients. You will also partner closely with Market Leadership teams and internal Home Office partners while acting as an intermediary between the field with key stakeholder groups including Digital Specialists, Operations, Processing Center, Product teams, Legal, Compliance, Market Service Managers and other service teams.
You will own and drive feedback from your market, navigate overall home office responsiveness and escalation of complex or time sensitive issues while bringing an objective lens to how we service our Financial Advisors and their teams.
You will engage with local Market leadership to communicate progress in order to continually refine and optimize the service offerings provided by the leadership teams within the Wealth Management USA Client Experience Organization.

Your expertise

10 + years of experience in the financial industry and preferably internally within UBS and UBS Wealth Management
• Have an ownership, relationship building mindset and the ability to proactively navigate the organization across Market leadership teams and home office stakeholders to deliver pragmatic solutions and drive an exceptional service culture.
• Experience working with Financial Advisors and field leadership and knowledge of Wealth Management, policies, procedures and operational processes
• Excellent communication, relationship and stakeholder management skills with ability to be bridge and improve engagement across field and home office leadership teams.
• Ability to multi-task, prioritize accordingly and have exemplary problem-solving skills and desire to elevate the client experience for our Financial Advisors and their teams.

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.