Team Business Manager

Your role

Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

• guide a team of client service associates (CSAs), making sure all requests and alerts are addressed
• educate clients on account services and capabilities, and train CSAs to do the same
• prioritize account service requests and review daily reports so they can be appropriately delegated or processed
• oversee the client onboarding process and client meetings
• support financial advisors in the development of a team business plan, identifying client opportunities and book segmentation
• manage the use of team technology and ensure all team members are trained accordingly

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?

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 a part of the Capstone Private Wealth Management team in the Bellevue, WA branch. We help high net worth and ultra-high net worth individuals and families meet their financial goals through careful financial planning and investment management. You'll be apart of a team of 12 dedicated professionals, all working towards a common goal of delivering a world class wealth management and service experience to our clients

Your expertise

• ideally 5 years of experience as a financial services CSA, administrative manager, operations manager or similar role
• series 7 and 66
• demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
• skilled at managing people
• strong written and verbal communicator (and you know how to handle challenging situations)
• independent, motivated, proactive, and focused

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html