Client Services Team Lead — Coach, Grow & Deliver

UBS; Weehawken (NJ); On-site; USD 140,000 - 180,000; Full time

Job summary

UBS is seeking a Client Service Representative Team Lead to guide and develop a high-performing team in either the Weehawken or Nashville office. You will focus on coaching, relationship-building with Financial Advisor teams, and ensuring top-tier service levels.

The role requires 3-4 years of experience or a university degree, strong UBS product knowledge, and a proven ability to manage complaints and drive metrics. Collaboration and risk/compliance awareness are essential.

Qualifications

• University degree or 3-4 years of equivalent experience.
• Extensive UBS Bank USA products, services and processes knowledge.
• Experience leading a team and training less experienced staff.
• Excellent communication skills.
• Demonstrated ability to handle challenging issues in a professional manner.
• Expert at conflict resolution.
• Curious to explore how AI can improve workflows with sound judgment and policy alignment.

Responsibilities

• Lead and coach Client Service Representatives to align with career goals.
• Build and maintain trustworthy relationships with Financial Advisor teams and partners.
• Ensure complaints are handled properly and coach on preventing recurring issues.
• Monitor metrics and ensure alignment with UBS Service standards.
• Prepare and discuss monthly performance reports with stakeholders.
• Assist in escalations by direct reports.
• Understand and adhere to key Risk, Fraud, and Compliance processes.
• Raise potential fraudulent red flags to appropriate teams.

Skills

University degree

UBS product knowledge

Team leadership

Communication skills

Issue resolution

AI in workflows

Education

Bachelor’s degree or equivalent

Job description

UBS is seeking a Client Service Representative Team Lead to guide and develop a high-performing team in either the Weehawken or Nashville office. You will focus on coaching, relationship-building with Financial Advisor teams, and ensuring top-tier service levels.

The role requires 3-4 years of experience or a university degree, strong UBS product knowledge, and a proven ability to manage complaints and drive metrics. Collaboration and risk/compliance awareness are essential.