Client Relationship Manager

Description:Job Summary and Mission:As a Client Relationship Manager, you proactively manage the development of the business relationship for an assigned base of corporate clients. Key Responsibilities:- Ongoing development of client relationships through regular contact and escalation resolution. - Work to ensure client retention through regular client communication, scorecard, scorecard analysis and trend analysis. - Provide a sound understanding of equity compensation issues and knowledge of equity share plan administration and processing.- Maintain active relationships with a broad base of accounts within Corporate Employee Financial Services. - Ensure corporate clients are aware of UBS products and services that are available to them and their participants.- Build, strengthen and manage client relationships, acting as the senior liaison to the client contacts regarding the customer service operational results of the clients in the team.- Work together with FAs, Sales, Marketing, Client Care and other units within Corporate Employee Financial Services to achieve Firm goals.- Work on relationship, retention and satisfaction of the identified clients along with mining for the opportunities to cross/up sell additional products and services.- Provide pricing, implementation information and contract amendments for add on services. These activities may be done alone or with the assistance of a sales/technical support team.- Manage the client review process from beginning-to-end including maintaining client presentations, documenting client notes and insuring follow through on any resulting action items.- Partner with the assigned client supervisor. - Review issue logs and status reports for clients in preparation for client reviews; partners with supervisors and associates to resolve complex client issues, according to appropriate legal and compliance requirements.- Education Initiatives - Organize online seminars, onsite seminars, education material management.- Roadmap Initiatives and Project Management - Act as Project Manager for individual client and cluster clients projects, including timeline and resource management, and adequate resource allocation.- Management of "Client Barometer" Process - Review and share client feedback to responsible areas regarding the clients satisfaction level.- Create client presentation material and obtain all appropriate materials and collateral.- Anticipate potential client escalations. Proactively communicates action to minimize risk.- Actively partners with established FA team on named accounts to aid in escalations or client reviews.- Coordinate and deliver administration services scorecard, department metrics management and client trend analysis.- Actively drive and regularly communicate with Administration client base to build a strong relationship, identify client needs, and evaluate requirements against industry trends and current administration services.- Input should be shared with the Client Care management staff as well as the Product Management team.- Act as administration consultant, as requested, in product design reviews representing administration business requirements to the Product Management organization.- Track and maintain the client reference process and acts as the key Sales support contact on Administration processes.- Travel is required.Qualifications:- Proficiency in Equity Compensation and UBS product offerings.- Proficiency in MS Project.- Series 7 and 63 preferred but not required.- Direct experience in stock plan administration including global equity plans is a plus.- Passed Certified Equity Professional Level III exam. - Project Management Skills.- Proficiency in MS Excel, Word, Powerpoint and Access, Proficiency in desktop computer/internet applications.oProficiency in Equity Compensation and UBS product offerings.- Direct experience in stock plan administration including global equity plans is a plus.- Display a high degree of professionalism, leadership, and strong management and communication skills.Salary/Benefits: Salary commensurate with experienceWe can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.Job Location: Secaucus, NJJob Number: RUSAUBS120-592672Company URL: http://www.ubs.com/Company Profile:UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world&os;s leading wealth management business, Switzerlands leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results. Contact Details 34790BR           http://www.ubs.com/