Senior Solution Expert - Relationship Manager
UBSUnited states - new yorkUpdate time: August 4,2020
Job Description
Do you enjoy working directly with Financial Advisors and their clients? Are you an ambitious, self-driven,
solution-oriented individual? Are you keen to contribute to a newly established business?

We are lookingfor someone who:

• organizes and oversees the operational setup of the new Asset Servicing client and liaises with clients, Financial Advisors (FA), operations and other stakeholders
• will discuss with the client and/or the FA the implementation of the new Asset Servicing client including
customization of reports, and integration of non-UBS held assets including non-bankable assets into our
customizable reporting engine
• will train the client and FA on the Asset Wizard, our Performance & Risk Analytics and provide explanations to
the reports generated within it
• will be the entry point for queries from clients and FAs with regards to existing Asset Servicing clients
• ensure high quality client experience across the Asset Servicing value chain

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