Kerry Schwarcz

About Kerry Schwarcz

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Experience

1. Market Client Experience Director

   UBS

   Feb 2023 — Present · Northbrook, IL

   Represent the voice of the field and own the Client Service experience for the Chicago market to drive front to back engagement with Market Leadership teams including Financial Advisors to make it easier to do business. providing the local lens on all service-related pain-points and opportunities.• Drive consistent communication and education across the Market Leadership team while acting as an intermediary between the Field and Home Office internal aligned partners. Educate Market Leadership teams, Financial Advisors and other key stakeholders within the market on relevant and impactful service-related tools and process enhancements. • Partner with Home Office Wealth Management USA internal teams to navigate and drive proactive resolution of client service issues and oversee escalations from within the market with timeliness, transparency and efficiency while driving consistent communication across key stakeholders and providing thought leadership for key issues and trends

Education

• The Ohio State University

  Financial Management

  1993 — 1997

• The Ohio State University

  Financial Management

  1993 — 1997