Client Service Representative
About this role
UBS - Client Service Representative
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.
We’re looking for a Client Service Representative to:
- 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
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