Client Onboarding Associate, Workplace Wealth Solutions

UBS is seeking a Client Onboarding Associate for its Workplace Wealth Solutions team in Nashville, TN. The role involves managing client implementations on equity and financial wellness platforms, collaborating with various teams, and ensuring client satisfaction. Candidates should have 2+ years of financial services experience, strong communication skills, and proficiency in Microsoft applications. The position is full-time and focused on onboarding new corporate clients.
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 while managing multiple projects and have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of high client satisfaction? We're looking for an Implementation Manager to:
• become proficient in the understanding and ability to implement 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 steps are completed timely while managing client expectations
• work collaboratively with internal Technology, Operations and Call Center teams
• lead weekly client aligned implementation meetings
• participate in internal implementation team meetings as well as WWS meetings

Your team
WWS is one of the key initiative growth businesses within UBS Wealth Management (WM) and serves as a qualified lead generator for the broader UBS WM business. This team is focused on successfully onboarding new corporate clients and developing the corporate relationship in the process. The team also drives corporate client satisfaction through management of corporate actions and other projects for existing corporate clients.

Your expertise
• ideally, 2+ years of experience in Financial Services industry preferred
• undergraduate degree
• working knowledge of equity (stock options, restricted stock, performance stock, tax mobility, ESPP, etc.
• ability to collaborate across the organization and key stakeholders
• excellent written and verbal communication skills and exceptional time management skills with the ability to prioritize work load
• well-developed analytical and problem solving skills necessary to identify and implement solutions
• proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
• able to adapt to changing priorities while maintaining drive and focus as well as able to manage projects independently while assuming a high level of responsibility
• able to manage team priorities and a large workload in a fast-paced environment
• highly detail oriented and prioritize work to ensure everything is completed in a timely manner as well as excellent problem solving skills and collaborate well with other people and 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.

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.