Description

Job Reference #
324621BR

Business Divisions
Global Wealth Management

Your role
Do you have the ability to write clearly and accurately analyze situations you are reading about? Do you have experience dealing with clients?

We are looking for a Client Relations Complaint Specialist who can:

• Manage high volume of incoming client complaints, as well as some non-complaint requests, related to brokerage/advisory clients, stock plan participants, banking/mortgage products, etc.
• Accurate and complete entry of client complaints in the Firm's complaint system in accordance with Client Relations policies and procedures
• Timely creation and movement of complaint files (electronic) in accordance with compliance standards and regulations
• Understanding of regulatory guidelines for client complaints and the ability to communicate those requirements to branches
• Accurate and complete entry in firm system and in filing methods of steps taken to resolve the matter in the Firm's complaint system in accordance with Client Relations policies

Detailed salary information:
• Weehawken, New York: the salary range for this role is $60000 to $77000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Title
Client Relations Specialist

City
New York, Weehawken

Job Type
Full Time

Country / State
United States - New Jersey, United States - New York

Function Category
Operations

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team
Client Relations is responsible for overseeing the intake and resolution of both written and verbal client complaint cases. Your role will focus on both sides of that work. This hybrid role requires exceptional organization, clear communication, and time management skills. You need to be able to multitask and prioritize between your work assignments and clearly communicate with management about division of time and outstanding tasks. The Client Relations representative should have the ability to work independently where needed and yet identify the appropriate opportunities to collaborate on matters and ask questions when guidance is needed and then incorporate the instruction given.

Your expertise
• Experience within the financial sector
• Bachelor's degree, or a combination of education and experience in the financial services industry
• Proficient in Microsoft Office Suite

About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire
We may request you to complete one or more assessments during the application process. Learn more

Salary information
US Only: The expected salary range for this role is $60000 to $77000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.



Requisition #: 324621BR

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