Client Service Associate

Are you an ambitious and enthusiastic Client Service Associate looking for an opportunity to take on a challenging and rewarding role with UBS? We are looking for a professional individual with exceptional organizational skills and the ability to provide an excellent client experience. The ideal candidate should have at least two years of experience as a Client Service Associate or similar role, and a strong understanding of the financial services industry. You should be highly motivated and have a strong work ethic, with the ability to work independently as well as in a team setting. Exceptional communication and interpersonal skills are essential, as you will be interacting with customers and colleagues on a daily basis. You should also have a commitment to providing the highest level of customer service.

Responsibilities:

1. Building and maintaining strong relationships with clients to ensure an excellent customer service experience.
2. Receiving and responding promptly to client inquiries and complaints.
3. Managing all client financial transactions and ensuring accuracy and security.
4. Developing and implementing client service strategies to meet customer needs.
5. Keeping up to date with industry trends and regulations to ensure compliance.
6. Analyzing customer data to identify areas for improvement in client service.
7. Collaborating with colleagues to develop and implement effective client service strategies.
8. Developing and delivering presentations to clients regarding services and products offered.
9. Proactively addressing customer concerns and offering solutions to ensure customer satisfaction.
10. Monitoring customer feedback and responding accordingly.

According to JobzMall, the average salary range for a Client Service Associate in Newport Beach, CA, USA is between $45,000 and $70,000 per year. This range is based on factors such as experience, qualifications, and the size of the company.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.