Client Service Representative

UBS; Nashville (TN); On-site; USD 70,000 - 93,000; Full time

Job summary

UBS is seeking a Client Service Representative in Nashville or Weehawken to deliver exceptional end-to-end service for UBS Bank USA clients. You will assist with account opening, money movement, balance inquiries, and account management while maintaining strong relationships with Financial Advisors and branch staff.

The role emphasizes adherence to risk, fraud, and compliance processes and requires a university degree or 1–2 years of experience, along with excellent interpersonal and

Qualifications

• A university degree or ideally 1-2 years of equivalent experience.
• Passionate about the client experience with strong 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 product activities: account opening, money movement, balance inquiries, fees, account management.
• Provide high-end support to inquiries from clients, Advisors, S/WMBs, and branch staff.
• Provide 360 resolution for inquiries, including escalations and complaints.
• Understand and adhere to key Risk, Fraud, and Compliance processes.
• Build and maintain trustworthy relationships with Financial Advisor teams and branch personnel.
• Educate clients about account features, money movement, and digital capabilities.
• Broaden and strengthen client relationships with superior service.

Skills

Client service

Interpersonal skills

Problem solving

Team collaboration

Time management

Risk/compliance awareness

Education

Bachelor's degree

1–2 years equivalent experience

Job description

Key Responsibilities

In this role, you will leverage best practices, collaborate across teams, and contribute to continuous improvement initiatives that enhance efficiency, strengthen client relationships, and deliver exceptional end-to-end service. Through your dedication and expertise, you will play a critical role in helping UBS provide a seamless and differentiated client experience.

Job Type

Full Time

Job Reference #

341681BR

City

Nashville, Weehawken

Key Responsibilities

In this role, you will leverage best practices, collaborate across teams, and contribute to continuous improvement initiatives that enhance efficiency, strengthen client relationships, and deliver exceptional end-to-end service. Through your dedication and expertise, you will play a critical role in helping UBS provide a seamless and differentiated client experience.

We’re looking for a Client Service Representative to:

• Assist clients with all UBS Bank USA banking product related activities, such as account opening, money movement, balance inquiries, fees, general account management
• Provide high end support to inquiries from clients, Advisors, S/WMBs, and branch staff
• Provide 360 resolution for all inquiries, including escalations and complaints
• Understand and adhere to key Risk, Fraud, and Compliance processes
• Build and maintain trustworthy relationships with Financial Advisor teams, key branch personnel, S/WMBs and other partners
• Educate and assist client with account features (such as money movement and account types), preferences, and digital capabilities
• Broaden and strengthen existing and new client relationships with superior service

The team

You’ll be working in the Nashville or Weehawken office and will report to a Client Service Representative Lead.

Your Skills And Experience

• A university degree or ideally 1-2 years of equivalent experience
• Passionate about the client experience, with strong interpersonal skills
• Ability to perform work in a timely manner
• Advanced conflict resolution skills
• Comfortable working independently, as well as in a team-oriented, collaborative environment
• Knowledge of UBS Bank USA products and features, general banking, and a broad understanding of financial services

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

• United States - New Jersey - Weehawken min USD 70000 - max USD 93000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.