Client Service Associate

Are you a motivated and client-focused individual looking to launch your career in the financial industry? Look no further than UBS! We are currently seeking a driven and enthusiastic Client Service Associate to join our team. In this role, you will have the opportunity to provide exceptional customer service and support to our clients, while also gaining valuable experience and knowledge in the world of finance. If you have excellent communication skills, a strong attention to detail, and a passion for helping others, we want to hear from you!

1. Provide excellent customer service to clients by responding promptly and courteously to inquiries and requests.
2. Maintain a strong understanding of UBS products and services and effectively communicate them to clients.
3. Assist clients with account setup, maintenance, and other administrative tasks.
4. Conduct research and resolve client issues and concerns in a timely and efficient manner.
5. Collaborate with team members and other departments to ensure a seamless client experience.
6. Keep accurate and organized records of client interactions and transactions.
7. Proactively identify opportunities to improve client satisfaction and retention.
8. Stay updated on industry trends and regulations to provide informed support and advice to clients.
9. Participate in training and development programs to enhance knowledge and skills.
10. Adhere to company policies and procedures to maintain compliance with regulatory requirements.
11. Maintain confidentiality and adhere to data protection policies when handling sensitive client information.
12. Demonstrate a strong work ethic and a commitment to providing exceptional service to clients.
13. Continuously strive to meet and exceed performance targets and goals.
14. Contribute to a positive and collaborative team culture.
15. Represent UBS in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Client Service Associate in California, USA is $35,000 to $55,000 per year. This may vary depending on the specific company, location, and level of experience. Some factors that can also affect salary include additional benefits, bonuses, and commission opportunities. Additionally, individuals with advanced skills and experience may be able to earn higher salaries within this field.

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.