Do you have a passion for excellence and success? Do you thrive on complex projects with high visibility and enjoy the challenge of collaborating with different teams within an organization to drive them all to a common goal of high client satisfaction? Do you thrive on being an equity plan subject matter expert and implementing best practices? We are looking for someone like you who can:

• manage client project plans, ensuring steps are completed timely while managing client expectations
• create written client procedure documents, process runbooks/checklist, and client training materials
• provide support to product team design through the client setup process and work closely with technology and product management to design and support automated data comparison tools
• review data reconciliation packages with corporate clients as well as meet challenging deadlines and conduct corporate client meetings
• keep senior management, relationship management and service managers abreast of progress of the project
• coordinate client testing plans with UBS Plan Admin and Financial Reporting Team
• become proficient in the understanding and ability to setup clients on our equity plan platforms
• lead client training aligned meetings and participate in internal team meetings as well as WWS meetings
• ensure team is continually identifying ways to improve relationship by suggesting service and process improvements that could positively impact productivity and corporate client satisfaction
• review and escalate client specific custom administration requests (e.g., reports, scripts, or custom processes)