Client Service Representative
UBS•Nashville, TN
•$70,000 - $93,000•Onsite
About The Position
In this role, you will leverage best practices, collaborate across teams, and contribute to continuous improvement initiatives that enhance efficiency, strengthen client relationships, and deliver exceptional end-to-end service. Through your dedication and expertise, you will play a critical role in helping UBS provide a seamless and differentiated client experience.
Requirements
- A university degree or ideally 1-2 years of equivalent experience
- Passionate about the client experience, with strong interpersonal skills
- Ability to perform work in a timely manner
- Advanced conflict resolution skills
- Comfortable working independently, as well as in a team-oriented, collaborative environment
- Knowledge of UBS Bank USA products and features, general banking, and a broad understanding of financial services
Responsibilities
- Assist clients with all UBS Bank USA banking product related activities, such as account opening, money movement, balance inquiries, fees, general account management
- Provide high end support to inquiries from clients, Advisors, S/WMBs, and branch staff
- Provide 360 resolution for all inquiries, including escalations and complaints
- Understand and adhere to key Risk, Fraud, and Compliance processes
- Build and maintain trustworthy relationships with Financial Advisor teams, key branch personnel, S/WMBs and other partners
- Educate and assist client with account features (such as money movement and account types), preferences, and digital capabilities
- Broaden and strengthen existing and new client relationships with superior service
Benefits
- flexible working options
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
