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Client Service Representative (Switching)

UBS
onsiteUSD 105,000 - 130,000 / year
Nashville, TN; Weehawken, NJ

About this role

Opportunity awaits...

http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5155&PageType=JobDetails&jobid=349112

Client Service Representative (Switching)

United States - New Jersey, United States - Tennessee

Operations

Global Wealth Management

Key responsibilities

  • In this role, you will support clients through the account switching process by helping them seamlessly transfer recurring direct deposits, subscription payments, and automatic bill payments from their existing financial institution to UBS Bank USA. You will provide guidance, answer product and process-related questions, and ensure a smooth transition to the client's new banking relationship.

We’re looking for a CSR to:

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