Your job, as an Assistant Operations Manager in a branch is to:
• Serve as deputy to the Operations Manager to assist in managing branch operations
• Escalate client issues and complaints on operational matters to higher-level management, when
necessary
• Communicate and implement firm operational guidelines and policies to Support Staff
• Monitor and manage operational costs
• Oversee the branch operational risk and audit process
• Review and approve funds received and disbursed
• Oversee securities received and disbursed
• Ensure operational excellence and solve any issues that arise
• Coach and educate all employees on operational policies and procedures and the UBS platform
• Train and manage operational support staff
• Assist and make recommendations in hiring, promoting, disciplining and terminating Support
Staff
• Implement service excellence standards, including coaching and educating operational Support
Staff on the Client Experience best practices
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