Client Service Representative Swithcing Team Lead

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This role will function as a leader and contact for all other Client Service Representatives and will focus on team building, coaching and development, high end servicing, and adherence to metrics and SLAs. We’re looking for a Client Service Representative Team Lead to: • Build and maintain trustworthy relationships with Financial Advisor teams, key branch personnel, S/WMBs and other partners • Coach and develop Client Service Representatives in alignment with their career goals • Ensure all complaints are handled properly and coach Client Service Representatives appropriately to avoid reoccurring issues • Monitor metrics and ensure they are aligned with UBS Bank USA Service standards • Prepare and discuss monthly performance reports with key stakeholders • Assist in escalations by direct reports • Understand and adhere to key Risk, Fraud, and Compliance processes • Raise any potential fraudulent red flags to appropriate teams