Advisor Transition Analyst

Are you passionate about helping others navigate through complex financial changes? Are you looking to join a dynamic team in a global organization that values diversity and innovation? Look no further, as UBS is seeking a highly motivated and detail-oriented individual to join our team as an Advisor Transition Analyst. In this role, you will play a crucial role in supporting our financial advisors and their clients during the transition process. With your expertise and skills, you will help drive the success of our advisors and ensure a seamless experience for our clients. If you have a strong understanding of the financial industry, excellent communication skills, and a customer-centric mindset, we encourage you to apply for this exciting opportunity.

1. Provide support and guidance to financial advisors during the transition process.
2. Assist in the seamless transfer of client accounts and assets to new advisors.
3. Educate financial advisors on best practices and procedures for successful transitions.
4. Communicate with clients to ensure a smooth and positive experience during the transition.
5. Collaborate with various teams and departments to ensure all necessary tasks are completed in a timely and accurate manner.
6. Analyze and troubleshoot any issues that may arise during the transition process.
7. Maintain accurate records and documentation of all transition activities.
8. Continuously strive to improve the transition process and make recommendations for enhancements.
9. Stay up-to-date on industry regulations and compliance requirements related to transitions.
10. Provide exceptional customer service to both financial advisors and clients.
11. Assist in training and onboarding new team members.
12. Handle confidential information with utmost discretion and professionalism.
13. Proactively identify potential risks and escalate to management as needed.
14. Collaborate with other team members to ensure a cohesive and efficient workflow.
15. Maintain a positive and professional attitude while representing the organization.

According to JobzMall, the average salary range for a Advisor Transition Analyst in New York, NY, USA is between $60,000 and $80,000 per year. However, this can vary based on factors such as experience, education, and the specific industry or company the analyst is working for. Some higher-paying positions in this field may offer salaries upwards of $100,000 per year.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.