Plan Administrator
UBS
Are you driven to provide superior customer service? Do you have strong project management skills? We are looking for someone like you to:
• respond to client requests and drive client satisfaction by consistently meeting SLAs
• be accountable for all aspects of service delivery, as it relates to plan administration
• be responsible for meeting client deliverables such as processing trades and settlement paperwork, client reporting, project work and purchase or lapse testing
• adhere to audit process and ensure UBS remains compliant in all audit surveys
• analyze client data to ensure accurate processing of import files, transactions or reports
• ensure all participant stock plan transactions are correctly processed and settled in a timely manner
• survey and track Disqualifying Dispositions
• manage high level assigned clients (quantity and/or complexity)
• interact with internal clients regarding stock plan database, inquiries and corrections
• respond to client requests and drive client satisfaction by consistently meeting SLAs
• be accountable for all aspects of service delivery, as it relates to plan administration
• be responsible for meeting client deliverables such as processing trades and settlement paperwork, client reporting, project work and purchase or lapse testing
• adhere to audit process and ensure UBS remains compliant in all audit surveys
• analyze client data to ensure accurate processing of import files, transactions or reports
• ensure all participant stock plan transactions are correctly processed and settled in a timely manner
• survey and track Disqualifying Dispositions
• manage high level assigned clients (quantity and/or complexity)
• interact with internal clients regarding stock plan database, inquiries and corrections
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