Client Service Representative

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

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 #

341680BR

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

The indicative gross base salary range as a full-time equivalent role:

• 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.