Head of Private Wealth Admin & Client Services

UBS; Northbrook (IL); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS in Northbrook, IL seeks an Administrative Officer to lead High Net Worth Client Associates, manage staff, and oversee service quality in branch operations. You will act as a bridge between private wealth advisors and associates, delivering concierge services with precision and discretion, while ensuring compliance and efficiency across administrative functions.

The role requires 3–5 years of UHNWI client-relations experience, strong leadership, and strategic thinking to drive performance and

Qualifications

• 3–5 years of experience managing Ultra High Net Worth client relationships in private wealth management or family offices.
• Strong leadership and communication skills with the ability to build, inspire, and manage team dynamics.
• Management experience in branch operations within a leading financial institution.
• Familiarity with FINRA 7, 66 and 9/10 regulations, SEC rules, and compliance standards.
• Sound judgment and decision‑making abilities.
• Excellent communication skills and capacity to navigate complex matters.
• Team player with networking capabilities across the organization.
• Motivated, self‑directed, and driven.
• Ability to create a positive business culture and delegate effectively.

Responsibilities

• Lead and develop a team of client associates, providing coaching and performance feedback.
• Manage high‑touch service workflow for clients with complex assets.
• Act as a high‑level escalation point for complex account issues.
• Serve as a bridge between private wealth advisors and associates, ensuring concierge services are delivered with precision and discretion.
• Oversee branch administration, including facilities, HR matters, P&L, and general administrative support.
• Recruit, select, onboard, and manage administrative support staff.
• Conduct performance reviews and make personnel decisions related to compensation and promotion.
• Educate employees on administrative policies and procedures.
• Escalate supervisory issues and follow up with management.

Skills

Leadership

Communication

Team management

Networking

Decision making

Job description

UBS in Northbrook, IL seeks an Administrative Officer to lead High Net Worth Client Associates, manage staff, and oversee service quality in branch operations. You will act as a bridge between private wealth advisors and associates, delivering concierge services with precision and discretion, while ensuring compliance and efficiency across administrative functions.

The role requires 3–5 years of UHNWI client-relations experience, strong leadership, and strategic thinking to drive performance and