Client Service Representative

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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