Bilingual Client Services Associate – Finance

UBS; Coral Gables (FL); Vor Ort; USD 60.000 - 80.000; Vollzeit

Zusammenfassung

UBS in Coral Gables is seeking a Client Services Associate to serve as the primary client contact, building strong relationships and ensuring smooth account-related activities.

You will respond to inquiries, assist with account setup and transfers, and collaborate with internal teams to address client needs while staying compliant with regulations. Bilingual English/Spanish is highly valued for superior service.

Qualifikationen

• Bachelor's degree in finance, business administration, or a related field.
• Fully registered with appropriate licensing or willingness to obtain licenses within 90 days.
• Prior experience in the financial services industry is preferred.
• Strong interpersonal and communication skills to build rapport and trust.
• Excellent problem-solving and attention to detail.
• Proficiency with financial software and tools.
• Knowledge of investment products, financial markets, and regulations.
• Ability to prioritize tasks, manage multiple deadlines, and work under pressure.
• Professionalism and integrity with a commitment to client service.
• Fluent in Spanish and English.

Aufgaben

• serve as the primary point of contact for clients, building strong and positive relationships
• respond to client inquiries promptly and accurately, providing information on financial products, services, and account-related activities
• assist clients with account setup, transfers, and other administrative tasks
• collaborate with internal teams to address client needs and resolve any issues or concerns
• proactively identify opportunities to enhance client satisfaction and contribute to business growth
• stay updated on industry trends, regulations, and changes to effectively communicate with clients
• ensure compliance with company policies, procedures, and regulatory requirements

Ausbildung

Bachelor's degree in finance, business administration, or a related field

Fully registered with appropriate licensing or willing to obtain licenses within 90 days

Experience in the financial services industry

Strong interpersonal and communication skills

Problem-solving and attention to detail

Proficiency with financial software and tools

Knowledge of investment products, markets, and regulations

Ability to prioritize tasks and work under pressure

Professionalism and integrity

Fluent in Spanish and English

Jobbeschreibung

UBS in Coral Gables is seeking a Client Services Associate to serve as the primary client contact, building strong relationships and ensuring smooth account-related activities.

You will respond to inquiries, assist with account setup and transfers, and collaborate with internal teams to address client needs while staying compliant with regulations. Bilingual English/Spanish is highly valued for superior service.