Digital Specialist, Client Delivery

Digital Specialist, Client Delivery

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Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you? Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs?

• Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives.
• Execute strategy (e.g. organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy.
• Drive the awareness / adoption of our digital tools throughout our FA and client-facing platforms, designed to drive organic growth and enhance FA-client interaction.
• Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, Service Works, My Total Picture, FA Social, etc.).
• Act as the liaison between field personnel, home office business, and systems development teams to represent the “voice” of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams.
• Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their specific business. Support all on‑boarding recruits to ensure timely access to the technology platform.

• Seattle: the salary range for this role is $80,000 to $100,000.

The expected salary range for this role as of the date of this posting is based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

Full Time

326094

Seattle

You’ll be working on the Strategy, Productivity and Analytics team within the Client Experience Delivery (CED) organization. You will be located in Seattle where you will be supporting the FAs, TAs and Field Leadership on a daily basis. Our goal is to partner with our Financial Advisor teams to help them drive and grow their business through the adoption of our digital tools and capabilities.

• Ideally 5+ years of industry experience; preferably in Wealth Management or Private Wealth.
• Ideally 2+ years of branch office or training experience.
• Bachelor degree or equivalent work experience.
• Experience with and functional knowledge of the ACE Workstation and the advisor digital tools and capabilities, as well as all client‑facing digital experiences preferred.
• Knowledge of the personal computer (PC), Windows operating system and Microsoft Office software.
• Self‑motivated, and able to work with a high degree of autonomy, set priorities and manage deadlines.
• Adroit with digital / technology and is comfortable learning, using and teaching technical concepts.
• Methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues.
• Enthusiastic, positive, polished, poised and professional.
• Collaborative team member with analytical, problem‑solving, communication and interpersonal skills.
• Ability to travel within the market throughout the year.

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 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.