UBS

Client Service Associate

UBS

Florida, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

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.

  1. Greet and welcome clients to UBS, ensuring they feel valued and comfortable.
  2. Provide exceptional customer service by responding promptly and efficiently to client inquiries and concerns.
  3. Work closely with financial advisors to support them in meeting client needs and achieving business goals.
  4. Maintain a thorough knowledge of UBS products, services, and policies to effectively assist clients.
  5. Handle day-to-day administrative tasks such as scheduling appointments, processing paperwork, and maintaining client records.
  6. Proactively identify and address potential client issues, escalating as necessary.
  7. Collaborate with team members to ensure a seamless and efficient client experience.
  8. Communicate important information and updates to clients in a clear and professional manner.
  9. Continuously seek opportunities to improve the client experience and provide feedback to management.
  10. Uphold UBS's reputation as a leading global financial institution by adhering to all regulatory and compliance guidelines.
Where is this job?
This job is located at Florida, USA
Job Qualifications
  • 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.

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Relationship Management

  • Sales Support

  • Teamwork

  • Problem-Solving

  • Client Onboarding

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 

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About UBS

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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