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About the Role
An Administrative Officer at UBS manages branch support staff, oversees daily operational and risk compliance, and coordinates human resources functions like onboarding and performance reviews within Wealth Management. You will be supporting two branches which are located at Westport, Connecticut and Purchase, NY. You will be a member of the market leadership team, reporting directly to the Market Administrative Office and working closely with the Market Director. You will manage a group of client associates across your branches, acting as a coach on all aspects of the role.
Responsibilities
- Lead High Net Worth (HNW) Client Associates
- Provide team leadership and development: supervise, train, and mentor a team of client associates, driving performance through regular feedback, coaching, and career development.
- Manage the high-touch service and workflow for teams supporting clients with complex and significant assets.
- Act as a high-level escalation point for complex account issues.
- Bridge the gap between private wealth advisors and associates, ensuring specialized concierge services are handled with precision, discretion, and speed.
- Manage branch administration, including branch facilities, human resources matters, P&L, and provide administrative support.
- Recruit, select, onboard, train, and manage administrative support staff.
- Conduct performance reviews and make personnel decisions related to compensation and promotion.
- Educate all employees on administrative policies and procedures.
- Escalate supervisory issues when necessary and follow-up locally on issues identified by the management team.
Requirements
- Series 7, 66, 9/10 required for the role
- Ideally 5+ years of relevant managerial experience in branch operations at a financial institution
- Strong leadership, communication, and risk-management capabilities
Location
- Westport, Connecticut
- Purchase, NY
Work Type
- Full-time
Experience Level
- 5+ years of relevant managerial experience
Salary/Compensations
- min USD 105000 - max USD 130000 /annum
Benefits
- Competitive benefits
- Additional variable compensation or awards may be provided
About the Company
- 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.
- We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Equal Opportunity
- 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.