Client Experience & Service Specialist

UBS; Weehawken (NJ); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS is seeking a Client Service Representative to join the Nashville or Weehawken office and report to a Client Service Representative Lead. You will assist clients with banking product activities, manage money movement, and provide timely, high‑quality service.

You will deliver 360‑degree resolution for inquiries, adhere to risk and compliance processes, and build trusted relationships with Financial Advisor teams and branch staff.

Qualifications

• University degree or 1–2 years of equivalent experience required.
• Strong focus on client experience and interpersonal skills.
• Ability to perform work in a timely manner.
• Advanced conflict resolution skills.
• Comfortable working independently and in a team environment.
• Knowledge of UBS Bank USA products and general banking.

Responsibilities

• Assist clients with UBS Bank USA banking activities (opening, money movement, inquiries, fees, account management).
• Provide high-end support to inquiries from clients, Advisors, staff.
• Provide 360 resolution for all inquiries, including escalations and complaints.
• Understand and adhere to Risk, Fraud, and Compliance processes.
• Build and maintain relationships with Financial Advisor teams and branch personnel.
• Educate clients about account features, preferences, and digital capabilities.
• Broaden and strengthen client relationships with excellent service.

Skills

University degree

Client experience

Timeliness

Conflict resolution

Independence & teamwork

Financial services knowledge

Education

University degree

Job description

UBS is seeking a Client Service Representative to join the Nashville or Weehawken office and report to a Client Service Representative Lead. You will assist clients with banking product activities, manage money movement, and provide timely, high‑quality service.

You will deliver 360‑degree resolution for inquiries, adhere to risk and compliance processes, and build trusted relationships with Financial Advisor teams and branch staff.