Client Transition Specialist – Banking Services

UBS; Nashville (TN); On-site; USD 105,000 - 130,000; Full time

Job summary

UBS is seeking a Customer Service Representative to support clients through the account switching process, transferring direct deposits, subscriptions, and bill payments to UBS Bank USA. You will guide customers, answer product questions, and ensure a smooth transition to a new banking relationship.

The role emphasizes high-end client service, risk and compliance awareness, and collaboration with Financial Advisor teams and branch staff in Nashville or Weehawken.

Qualifications

• University degree or equivalent required.
• 2–4 years client service experience at a financial institution preferred.
• Passionate about client experience with strong interpersonal skills.
• Ability to perform work in a timely manner.
• Advanced conflict resolution skills.
• Expert knowledge of banking products and services; able to share knowledge.
• Comfortable working independently and in a team-oriented environment.

Responsibilities

• Assist clients with UBS Bank USA switching activities; create a switching plan, set appointments, review and optimize payments.
• Provide high-end support to inquiries from clients, Advisors, S/WMBs, and branch staff.
• Deliver 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, key branch personnel, S/WMBs and partners
• Educate clients on account features, money movement, and digital capabilities
• Broaden and strengthen client relationships with superior service

Skills

University degree

2–4 years client service

Client-focused

Timely delivery

Conflict resolution

Banking products knowledge

Independent & collaborative

Wire/ACH payments knowledge

Education

University degree

Job description

UBS is seeking a Customer Service Representative to support clients through the account switching process, transferring direct deposits, subscriptions, and bill payments to UBS Bank USA. You will guide customers, answer product questions, and ensure a smooth transition to a new banking relationship.

The role emphasizes high-end client service, risk and compliance awareness, and collaboration with Financial Advisor teams and branch staff in Nashville or Weehawken.