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Client Service Representative

2 months ago

ChampssurYonne, Bourgogne-Franche-Comté, United States UBS Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Associate to join our team at UBS. As a Client Associate, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities
  • Respond to client inquiries and resolve issues in a timely and professional manner
  • Handle confidential client information with discretion and accuracy
  • Provide education and training to clients on our products and services
  • Maintain a high level of product knowledge to effectively answer client queries
  • Process and follow up on client disbursements
  • Enter client data into our software systems
  • Assist the team with delegated assignments
About Our Team

You will be working within a dynamic and collaborative team environment where we provide advice-based solutions to our clients. Our financial advisors deliver a fully integrated set of products and services designed to address the needs of high-net-worth individuals and families.

Requirements
  • Series 7 & 66 licenses, as well as Life and Health insurance, preferred but not required
  • Bachelor's degree, preferred but not required
  • 1-5 years of experience in client service, preferably in the finance sector
  • Personable, attentive, and detail-oriented
  • Excellent communication and interpersonal skills
  • Ability to prioritize and multitask
  • Willingness to achieve goals and self-improvement
  • Proficient in Microsoft Office Suite
About UBS

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and breadth of expertise set us apart from our competitors.

What We Offer

We offer flexible working arrangements, including part-time, job-sharing, and hybrid (office and home) working. Our purpose-led culture and global infrastructure enable us to connect, collaborate, and work together in agile ways to meet all our business needs.