Digital Specialist Client Delivery
@ UBS

Seattle, WA
$80,000
On Site
Full Time
Posted 23 days ago

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XXXXXXXX XXXXXXXXX XXXXXXX***** @ubs.com
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Job Details

About the Role

As a Digital Specialist Client Delivery at UBS, you will support financial advisors in growing and managing their businesses using advanced digital tools and technology.

Responsibilities

  • Partner with Market Executive, management teams, and Client Service Center.
  • Customize training to leverage workstation digital tools for strategy execution.
  • Drive awareness and adoption of various digital tools like ACE Workstation, CRM, and others.
  • Act as liaison between field personnel, home office, and system teams.
  • Communicate platform enhancements and gather feedback from FA teams.
  • Support onboarding to ensure timely platform access.

Your Team

You will join the Strategy, Productivity and Analytics team within the Client Experience Delivery organization, based in Seattle, supporting FAs, TAs, and Field Leadership daily.

Your Expertise

  • 5+ years of industry experience in Wealth Management or Private Wealth.
  • At least 2 years of branch office or training experience.
  • Bachelor degree or equivalent work experience.
  • Proficiency in digital tools including ACE Workstation and client-facing digital experiences.
  • Strong knowledge of PC, Windows, and Microsoft Office.
  • Self-motivated with excellent communication and analytical abilities.
  • Ability to travel within the market as required.

Key skills/competency

Digital tools, Training, Financial Advisors, Strategy, CRM, ACE Workstation, Onboarding, Analytics, Communication, Client Service

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How to Get Hired at UBS

🎯 Tips for Getting Hired

  • Customize your resume: Highlight digital training and technology expertise.
  • Research UBS culture: Understand their wealth management and digital initiatives.
  • Prepare examples: Showcase client service and strategy implementation.
  • Practice clarity: Refine communication and technical skill explanations.

📝 Interview Preparation Advice

Technical Preparation

Review ACE Workstation functionalities
Study CRM and digital tool guides
Practice using Windows and Office suites
Understand digital platform integrations

Behavioral Questions

Describe teamwork under pressure.
Explain a time client needs were met.
Outline adaptability in dynamic situations.
Share examples of clear communication.

Frequently Asked Questions