Client Support Specialist

7 days ago


ValdeReuil, Normandie, United States UBS Full time
About the Role

We are seeking a highly skilled Client Advisor Assistant to join our team at UBS. As a Client Advisor Assistant, you will play a critical role in delivering exceptional client service and experience.

Key Responsibilities
  • Support client advisors in delivering exceptional client service and experience
  • Be the point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.
  • Assist with account opening, onboarding, due diligence, and monitoring activities
  • Support with documentation for client meetings, business trips, investment proposals, and the like
  • Collaborate with colleagues to ensure that all client accounts comply with legal, compliance, and regulatory requirements
Requirements
  • 3-5 years of financial services experience, ideally within a client-facing team
  • SIE, Series 7, and Series 66 licensing preferred
  • Unyielding attention to detail, even when under pressure
  • Team player that remains calm while managing conflicting priorities
  • Works with absolute discretion, tactfulness, and adaptability to changing demands
  • Experience with Microsoft Office, Excel, PowerPoint, and Outlook
About UBS

UBS is the world's largest and the 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 the breadth of our expertise set us apart from our competitors.



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