Client Services Specialist (Financial Accounts)

UBS; McAllen (TX); Vor Ort; USD 40.000 - 65.000; Vollzeit

Zusammenfassung

UBS in McAllen, TX seeks a client services professional to act as the primary contact for clients, handling inquiries about financial products, services, and account activities. You will assist with account setup, transfers, and administrative tasks, while collaborating with internal teams to resolve issues and drive client satisfaction.

The successful candidate will bring a finance-related degree, strong communication skills, and fluency in Spanish and English, with experience in financial

Qualifikationen

• Bachelor's degree in finance, business administration, or a related field.
• Licensing with appropriate authorities is a plus.
• Previous experience in the financial services industry is highly preferred.
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust.
• Excellent problem-solving abilities and attention to detail.
• Proficiency in using financial software and tools.
• Knowledge of investment products, financial markets, and industry regulations.
• Ability to prioritize tasks, manage multiple deadlines, and work effectively under pressure.
• Professionalism, integrity, and a commitment to delivering exceptional service to clients.
• 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

Kenntnisse

Interpersonal skills

Communication skills

Problem solving

Financial software proficiency

Bilingual (Spanish & English)

Ausbildung

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

Tools

Financial software

Jobbeschreibung

UBS in McAllen, TX seeks a client services professional to act as the primary contact for clients, handling inquiries about financial products, services, and account activities. You will assist with account setup, transfers, and administrative tasks, while collaborating with internal teams to resolve issues and drive client satisfaction.

The successful candidate will bring a finance-related degree, strong communication skills, and fluency in Spanish and English, with experience in financial