Team Administrator

UBS; Concord (NH); On-site; USD 55,000 - 75,000; Full time

Job summary

UBS in Concord, NH seeks a Team Administrator to support The Ruedig Group Wealth Management. You will lead a team of client service associates, ensure timely responses to requests, and train staff on account services.

Responsibilities include prioritizing service requests, overseeing onboarding and client meetings, and assisting advisors with business planning to identify client opportunities. Strong MS Office skills and leadership are essential.

Qualifications

• 3+ years of experience as a financial services CSA, administrative manager, operations manager or similar role
• Series 7 and 66; bachelor’s degree a plus
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)

Responsibilities

• Guide a team of client service associates (CSAs), ensuring requests and alerts are addressed
• Educate clients on account services and train CSAs to do the same
• Prioritize account service requests and review daily reports for delegation
• Oversee the client onboarding process and client meetings
• Support financial advisors in developing a team business plan and identifying client opportunities
• Manage the use of team technology and ensure training

Skills

People management

Client service experience

Written and verbal communication

Independent, proactive

Education

Bachelor's degree

Tools

MS Office

Job description

About this job

Job Reference #

341321BR

City

Concord

Job Type

Full Time

Key responsibilities

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

We’re looking for a Team Administrator to:

• 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

The team

You’ll be working with The Ruedig Group Wealth Management team based in Concord, NH.

Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

Your skills and experience

• ideally 3 + years of experience as a financial services CSA, administrative manager, operations manager or similar role
• series 7 and 66 (bachelor`s degree a plus)
• 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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.