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Front Support Office - Client Servicing Specialist in Client Lifecycle
View: 148
Update day: 29-02-2024
Category: Finance / Bank / Stock Sales Information Technology Executive management
Industry:
Job type: Temps plein, Temps de travail : 90-100%
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Job content
Switzerland - Zürich
Client advisory / Relationship management, Operations
Global Wealth Management
Job Reference #
261405BR
City
Opfikon
Job Type
Full Time
Your role
Do you look for a new challenge within the dynamic and fast paced Wealth Management environment?
Do you have a "can do" mentality and want to be part of our growth story and create impact?
Do you want to proactively go the extra mile with us to help our sophisticated clients?
We are looking for someone like you to:
Do you have a "can do" mentality and want to be part of our growth story and create impact?
Do you want to proactively go the extra mile with us to help our sophisticated clients?
We are looking for someone like you to:
- be the point of entry for all Client Lifecycle related queries (provide specialist support to our client facing colleagues)
- research, follow-up and resolve incoming inquiries and problems through effective interaction with different internal partners in a timely and professional manner
- support Front colleagues in delivering exceptional client service and experience
- perform account maintenance tasks and client-related processes (changes in client Data, client (Remote) Onboardings, etc), including sporadic direct interactions with clients
Your team
You will be working in the Maintenance Team of the Front Support Office. We are a central unit of support specialists and deal with support, process & client related questions in the Onboarding & Maintenance area for Wealth Management in Switzerland. Providing an excellent and outstanding client experience is our main goal.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- professional experience within the banking industry is key, ideally within a client facing team
- solid comprehension of financial products and solutions especially with client documentation (CDB)
- able to utilize UBS internal tools and resources to service clients as efficiently as possible
- facilitation & problem solving skill across different departments (Front, Middle Office, Risk, Compliance, etc.), with a clear client-centric mindset
- solid (self-)organizational skills, known for hitting deadlines but still with an eye for the details
- fluent in English and German (other languages are considered a plus)
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
Contact Details
UBS Business Solutions, AG UBS Recruiting
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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Deadline: 14-04-2024
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