Wealth Management Team Lead

UBS; Concord (NH); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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)

Responsabilidades

• 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

Conocimientos

People management

Client service experience

Written and verbal communication

Independent, proactive

Educación

Bachelor's degree

Herramientas

MS Office

Descripción del empleo

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.