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Team Administrator
Team Administrator-August 2024
San Francisco
Aug 7, 2025
ABOUT UBS
At UBS we’re reimagining the power of people and capital to create a better world for all of us. We are the largest truly global wealth manager.
10,000+ employees
Financial Services, Fintech
VIEW COMPANY PROFILE >>
About Team Administrator

  Your role

  Are you driven by the desire to deliver exceptional client service? Do you know how to make sure things run smoothly?

  We're looking for a Team Administrator to:

  • educate clients on account services and capabilities

  • prioritize account service requests and review daily reports so they can be appropriately delegated or processed

  • oversee the client onboarding process and client meetings

  • support financial advisor in the development of a team business plan, identifying client opportunities and book segmentation

  • manage the use of team technology and ensure all team members are trained accordingly

  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 on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.

  Your expertise

  • ideally 3-5 of experience as a financial services CSA, administrative manager, operations manager or similar role

  • series 7 and 66 (bachelor`s degree a plus)

  • demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)

  • skilled at managing people

  • strong written and verbal communicator (and you know how to handle challenging situations)

  • independent, motivated, proactive, and focused

  • Mandarin is a plus

  About us

  UBS is the world's largest and the 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..

  We have a presence in all major financial centers in more than 50 countries.

  How we hire

  This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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