
Client Service Associate
Welcome to UBS, a leading global financial institution with a rich heritage in wealth management, investment banking, and asset management. We are currently seeking a highly motivated and client-focused individual to join our team as a Client Service Associate. In this role, you will have the opportunity to work closely with our clients and provide exceptional service while supporting our financial advisors. We are looking for someone who is dedicated, detail-oriented, and has excellent communication skills to help us deliver a world-class client experience. If you are passionate about helping others achieve their financial goals and thrive in a fast-paced environment, we would love to hear from you.
- Greet and welcome clients to UBS, ensuring they feel valued and comfortable.
- Provide exceptional customer service by responding promptly and efficiently to client inquiries and concerns.
- Work closely with financial advisors to support them in meeting client needs and achieving business goals.
- Maintain a thorough knowledge of UBS products, services, and policies to effectively assist clients.
- Handle day-to-day administrative tasks such as scheduling appointments, processing paperwork, and maintaining client records.
- Proactively identify and address potential client issues, escalating as necessary.
- Collaborate with team members to ensure a seamless and efficient client experience.
- Communicate important information and updates to clients in a clear and professional manner.
- Continuously seek opportunities to improve the client experience and provide feedback to management.
- Uphold UBS's reputation as a leading global financial institution by adhering to all regulatory and compliance guidelines.
Bachelor's Degree In Finance, Economics, Business, Or A Related Field.
Knowledge Of Investment Products, Financial Markets, And Industry Regulations.
Previous Experience In Financial Services, Preferably In A Client-Facing Role.
Strong Interpersonal And Communication Skills, With The Ability To Build And Maintain Relationships With Clients.
Proficient In Microsoft Office And Other Relevant Software Programs, With The Ability To Learn New Systems Quickly.
Communication
Time Management
Multitasking
Attention to detail
customer service
Relationship Management
Sales Support
Teamwork
Problem-Solving
Client Onboarding
Financial Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Service Associate in Florida, USA is $40,000 to $60,000 per year. However, this can vary depending on factors such as the specific industry, location, and experience level. Client Service Associates in Florida may also receive additional benefits such as health insurance, retirement plans, and bonuses.
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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.

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