Client Service Representative (Switching)

UBS; Weehawken (NJ); On-site; USD 105,000 - 130,000; Full time

Job summary

UBS is seeking a Client Service Representative to guide clients through the account switching process to UBS Bank USA. You will help transfer recurring direct deposits, subscription payments, and automatic bill payments while answering questions and ensuring a smooth transition to the client's new banking relationship.

You’ll work in Nashville or Weehawken, reporting to a Client Service Representative Manager, and collaborate with Advisors, SWMBs, and branch staff to deliver exceptional service

Qualifications

• University degree preferred or equivalent
• 2-4 years of client service experience at a financial institution
• Strong client-focused mindset and interpersonal skills
• Ability to work efficiently and resolve issues promptly
• Advanced knowledge of common banking products and services
• Capable of working independently and in a team
• Solid understanding of wire transfers, ACH, bill pay, and direct deposit switching

Responsibilities

• Assist clients with switching activities: create plans, set appointments, optimize payments, and complete switching.
• Provide high-end support to inquiries from clients, Advisors, SWMBs and branch staff.
• Provide 360 resolution for 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 on account features, preferences, and digital capabilities.
• Strengthen client relationships through superior service.

Skills

University degree

Client service experience

Interpersonal skills

Conflict resolution

Banking product knowledge

Independent working

Team collaboration

Education

University degree

Job description

Key Responsibilities

In this role, you will support clients through the account switching process by helping them seamlessly transfer recurring direct deposits, subscription payments, and automatic bill payments from their existing financial institution to UBS Bank USA. You will provide guidance, answer product and process-related questions, and ensure a smooth transition to the client's new banking relationship.

Job Type

Full Time

Job Reference #

341686BR

City

Nashville, Weehawken

Key Responsibilities

In this role, you will support clients through the account switching process by helping them seamlessly transfer recurring direct deposits, subscription payments, and automatic bill payments from their existing financial institution to UBS Bank USA. You will provide guidance, answer product and process-related questions, and ensure a smooth transition to the client's new banking relationship.

We’re looking for a CSR to:

• Assist clients with all UBS Bank USA switching related activities, such as creating a switching plan, setting appointments with clients, reviewing and recommending payment optimizations, and follow through to completion for all payment/deposit switching.
• 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 into a Client Service Representative Manager.

Your Skills And Experience

• A university degree or
• ideally 2-4 years of client service experience at a financial institution
• Passionate about the client experience, with strong interpersonal skills
• Ability to perform work in a timely manner
• Advanced conflict resolution skills
• Expert knowledge in banking products and services and the ability to effectively share knowledge
• Comfortable working independently, as well as in a team-oriented, collaborative environment
• Strong understanding of everyday banking activities (i.e. Wire Transfers, recurring ACH payments, Bank Bill Pay, and Direct Deposit switching)

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 105000 - max USD 130000 /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.