Client Service Associate

UBS is looking for a motivated and forward-thinking Client Service Associate to join our team. You will help us provide the best possible customer experience to our clients, ensuring the highest levels of efficiency and service. To succeed in this role, you should be an excellent communicator, have excellent problem solving skills and have strong organizational skills. We are looking for someone who has a passion for helping people and an understanding of the market dynamics and customer needs. If you are looking to make an impact in a client-facing role, we want to hear from you. Qualifications:• Bachelor’s degree in finance, economics, or a related field• Minimum of 3-5 years of experience in a related role• Excellent problem-solving and organizational skills• High level of customer service skills• Strong knowledge of market dynamics and customer needs• Ability to handle multiple tasks and prioritize effectively• Excellent communication and interpersonal skills• Proficiency with MS Office and other financial software

Responsibilities:

1. Provide superior customer service to UBS clients by responding to inquiries, addressing customer complaints, and suggesting improvements.
2. Develop a comprehensive understanding of the market dynamics and customer needs.
3. Analyze customer data and trends to identify opportunities for process improvements and develop strategies to increase customer satisfaction.
4. Develop and maintain relationships with clients to ensure continued satisfaction.
5. Monitor and analyze customer feedback to identify areas of improvement.
6. Manage multiple projects and tasks simultaneously, while effectively prioritizing to meet goals.
7. Utilize MS Office and other financial software to effectively manage customer data and market trends.
8. Prepare reports and presentations to share with internal stakeholders.
9. Provide guidance and support to junior team members.
10. Ensure compliance with all applicable regulations and laws.

According to JobzMall, the average salary range for a Client Service Associate in San Diego, CA, USA is approximately $35,000 to $55,000 per year. Salaries can vary based on experience, qualifications, employer, location, and other factors.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.