UBS

Client Specialist – International

UBS
New York, NY, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to UBS, a leading global financial institution with a strong commitment to delivering exceptional client service. We are currently seeking a highly motivated and experienced Client Specialist to join our International team. In this role, you will have the opportunity to work with a diverse group of clients from around the world, providing them with personalized solutions and building long-lasting relationships. As a Client Specialist at UBS, you will play a crucial role in helping our clients navigate the complexities of the international market. If you are passionate about delivering excellent client experiences and have a deep understanding of global financial markets, we invite you to apply for this exciting opportunity.

  1. Greet and welcome clients to UBS in a professional and friendly manner.
  2. Develop a deep understanding of the global financial market and stay updated on industry trends and developments.
  3. Build and maintain strong relationships with clients from various international backgrounds.
  4. Provide personalized solutions to meet the unique financial needs of each client.
  5. Act as a trusted advisor to clients, offering guidance and expertise on international financial investments and transactions.
  6. Communicate with clients regularly to provide updates on their accounts and address any concerns or questions.
  7. Collaborate with other team members to ensure seamless delivery of services to clients.
  8. Follow all company policies and procedures to maintain compliance and confidentiality.
  9. Continuously seek opportunities to improve and enhance the overall client experience.
  10. Meet and exceed performance targets set by the company.
  11. Keep accurate records of client interactions and maintain client databases.
  12. Attend training and development programs to enhance knowledge and skills related to the role.
  13. Represent UBS in a professional and positive manner at all times.
  14. Adhere to all regulatory and compliance requirements.
  15. Foster a positive work environment and contribute to a strong team dynamic.
  16. Handle client complaints and escalations with empathy and professionalism.
  17. Assist with onboarding new clients and ensuring a smooth transition to UBS services.
  18. Stay informed about UBS products and services to effectively educate clients and promote cross-selling opportunities.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications

  • Strong Knowledge Of International Markets And Financial Products: A Client Specialist At Ubs Must Possess A Deep Understanding Of Global Markets, Including Different Asset Classes, Currencies, And Economies. This Knowledge Is Essential For Providing Comprehensive Advice And Solutions To International Clients.

  • Excellent Communication And Interpersonal Skills: As A Client Specialist, The Ability To Communicate Effectively With Clients From Diverse Backgrounds Is Crucial. This Includes Strong Verbal And Written Communication Skills, As Well As The Ability To Build Rapport And Maintain Relationships With Clients.

  • Proven Track Record In Client Management: Ubs Seeks Candidates With A Successful Track Record In Managing High Net Worth Clients. This Includes Experience In Building And Growing Client Relationships, As Well As A Strong Understanding Of Client Needs And Expectations.

  • Relevant Industry Experience: A Client Specialist At Ubs Should Have A Minimum Of 3-5 Years Of Experience In The Financial Industry, Preferably In A Client-Facing Role. This Experience Should Include Working With International Clients And An Understanding Of The Regulatory Requirements In Different Countries.

  • Fluency In Multiple Languages: Ubs Is A Global Company With Clients From All Over The World. Fluency In Multiple Languages, Particularly Languages Spoken In Key Markets Such As Mandarin, Spanish, And Arabic, Is Highly Valued And Can Give A Candidate A Competitive Edge In This Role.

Required Skills

  • Time Management

  • Analytical skills

  • Attention to detail

  • Relationship Management

  • Client Service

  • Teamwork

  • Cross-Cultural Communication

  • Problem-Solving

  • Cultural Awareness

  • Language Proficiency

  • Financial Knowledge

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Empathy

Compensation

According to JobzMall, the average salary range for a Client Specialist – International in New York, NY, USA is $60,000-$80,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific industry or company the specialist is working in. Some specialists may also receive additional benefits such as bonuses or commission.

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 BeforeJune 21st, 2025
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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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