Client Experience Team Lead, UBS Wealth Advice Center
UBS
Ready to take your career to the next level? As a Client Experience Team Lead in the Wealth Advice Center (WAC), you’ll support Team Managers with leading dynamic teams supporting sales, driving an excellent client experience, and shaping strategy—all while developing your leadership skills. Empower others, make impactful decisions, and watch your efforts translate into measurable success. If you’re passionate about leadership and thrive in a fast-paced environment, this opportunity will allow you to step into a role where you can truly make a difference.
You will:
• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve ~300,000 clients with aggregate assets of ~$20Bn
• demonstrate the ability to inspire and guide a team toward achieving shared goals through supporting the Team Managers and team overall
• coach and develop Client Experience Associates in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with Leadership team and associates to drive a high-performance growth culture
• consistently seek and apply feedback to refine skills and ensure ongoing growth
• assist with the overall supervision, management and running of the day-to-day functions of the office
You will:
• ensure proper execution of the client experience for UBS Wealth Advice Center emerging affluent and core affluent clients; the UBS Wealth Advice Center's 250+ Financial Advisors serve ~300,000 clients with aggregate assets of ~$20Bn
• demonstrate the ability to inspire and guide a team toward achieving shared goals through supporting the Team Managers and team overall
• coach and develop Client Experience Associates in areas such as platform knowledge, research, tool usage, retirement planning, business excellence training, and solutions that are critical to the WAC's ability to deliver an excellent client experience
• be held accountable for driving and executing various business initiatives that are in line with the WAC’s growth plan
• work with Leadership team and associates to drive a high-performance growth culture
• consistently seek and apply feedback to refine skills and ensure ongoing growth
• assist with the overall supervision, management and running of the day-to-day functions of the office
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