Are you an analytic thinker who likes to work on complex problems? Do you have strong customer service and relationship skills? We’re looking for someone like that who can:

• Serve as the primary point of contact for UBS WWS corporate clients' financial reporting team.
• Resolve complex issues with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting.
• Quickly and accurately address client questions while providing excellent client service.
• Provide clients with support during month/quarter/year end reporting cycles.
• Assist migrating and reconciling clients from the legacy Financial Online system to Plan Admin Pro.
• Identify ways to build relationships and drive client loyalty by suggesting best practices and solutions.
• Ensure clients are aware of new reports and functionality on the Plan Admin Pro.
• Provide client training on the Plan Admin Pro as needed.
• Lead short-term special projects, and support clients with their corporate actions.
• Manage multiple tasks and timelines simultaneously and prioritize client escalations.
• Determine ways to enhance internal processes to increase productivity and effectiveness.
• Collaborate with internal partners on inquiries and corrections.
• Lead cross-departmental projects.
• Partner with Product Team to assist with improvements to Plan Admin Pro.
• Work with Implementation Team to ensure a smooth transition for new clients.
• Be responsible for compliance with SOC 1 procedures.