Nashville, New Jersey, USA
3 days ago
Client Onboarding Specialist, Workplace Wealth Solutions
Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of strong client satisfaction? We're looking for someone like you who can:

• become proficient in the understanding and ability to implement new clients on our equity and financial wellness platforms
• develop hands-on knowledge of all UBS equity systems and implementation procedures
• manage multiple client implementation and corporate action project plans, ensuring steps are completed timely while managing client expectations
• work collaboratively with internal Technology, Operations and Call Center teams
• lead weekly client aligned implementation meetings
• participate in internal implementation team meetings as well as WWS meetings
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