Client Relations Specialist

United States - New Jersey

Operations

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: 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.

Job Reference #

324621BR

City

Weehawken

Job Type

Full Time

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 the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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.

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. 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.

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