Your role

Are you passionate about providing a seamless client experience? Does documentation and reporting excite you? We are looking for someone like you to:

• provide administrative and operational support to Workplace Wealth Solutions (WWS) Branch Management and Retirement Plan Advisors, helping ensure a seamless client experience across onboarding, recordkeeper coordination, ongoing servicing, and reporting
• lead the new client onboarding process, including preparation and coordination of investment advisory agreements, account opening documentation, compensation split setup, and required compliance tasks
• manage recordkeeper onboarding and plan conversion activity, coordinating with internal partners, external providers, and advisors to ensure timely and accurate execution
• support non-investment related facets of client engagement, including participation on client calls, preparation of meeting materials, follow-up items, and ongoing service requests
• create, maintain, and distribute branch-level reports and business metrics, supporting visibility into pipeline activity, onboarding status, service delivery, and overall business performance
• serve as a central point of coordination between advisors, internal operational teams, compliance partners, and external providers to keep client activity moving efficiently
• maintain accurate records and documentation related to client onboarding, plan changes, and ongoing administrative activity
• identify process improvements and operational efficiencies to support a growing retirement plan business

Your team

You will work closely with Retirement Plan Advisors, Financial Advisors, internal operational, compliance and onboarding teams, and external recordkeepers and service providers. You will join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.

Your expertise

• ideally 2+ years of experience in an administrative, operational, or client support role within financial services, wealth management, or a related environment
• strong organizational skills with the ability to manage multiple tasks and priorities simultaneously
• high attention to detail and a commitment to accuracy and follow-through
• comfort working with documentation, forms, reporting, and process-driven workflows.
• strong written and verbal communication skills
• ability to collaborate effectively with client-facing professionals and internal partners
• proficiency with standard business tools (Excel, reporting dashboards, CRM systems, document management tools)

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.