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Recruit Transition Analyst

Hoboken, NJ

Your role

Are you truly service oriented? Do you enjoy providing best in class experiences and going above and beyond to ensure tasks are met and exceeded?
Do you know how to keep an eye out for and avoid risk? Are you skilled at assessing processes and making improvements?

We're looking for a Recruit Transition Analyst/ Onboarding Analyst to:

• help to onboard Advisor recruit teams and their clients
• develop and control process flow and deadlines, collect the right documentation for account opening and service requests
• collaborate across business units, driving day-to-day execution
• keep management systems up-to-date with client information
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function

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• be independent, motivated, proactive and focused to take action
• be passionate about the client experience, with strong interpersonal skills
• be a self-starter who is comfortable managing evolving situations
• ensure compliance with policies, standards and regulatory requirements with client communications and account opening
• identify opportunities to improve our processes and recommend changes
• prepare reports / documentation and present to stakeholders on progress as well as problems and solutions
• travel domestically on a regular basis, dependent on recruit teams being hired across the country

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

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.

Your team

You'll be working in the Wealth Management Americas Division, focusing on providing best-in-class service to new Financial Advisors/teams that join UBS. As an Onboarding analyst, you'll play an important role in ensuring our clients are our number one priority.

Your expertise

• bachelor or associate degree or equivalent
• series 7 and 66 licenses preferred
• good understanding of operational processes in financial services
• ideally 3+ years of experience in client service, within the finance sector
• excellent written and verbal communication skills, able to tailor style to your audience
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• inquisitive, able to challenge effectively and manage conflicting needs
• self-starter, willing to take on responsibility
• strong analytical problem solving skills
• sound judgment and decision-making skills, ability to juggle multiple competing priorities, and ability to work under deadline pressure

About us

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

How we hire

This role requires an assessment on application. Learn more about how we hire:

Client-provided location(s): Weehawken, NJ 07086, USA
Job ID: UBS-287832BR
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA With Employer Contribution
    • HSA With Employer Contribution
    • On-Site Gym
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Family Support Resources
    • On-site/Nearby Childcare
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Financial Counseling
    • 401(K) With Company Matching
    • Stock Purchase Program
  • Professional Development

    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at UBS.