Job Reference #
313627BR

Job Type
Full Time

Your role
Do you have the ability to write clearly and accurately analyze situations you are reading about? We are looking for Client Relations Intake Specialist and Case Manager with the following abilities.

• Manage a diverse workload that includes the analysis of a complaint based on allegation at the time of receipt and helping to craft a relevant response to close complaints.
• Prompt communication with branch staff and business partners about clarifications that may need to be made about the complaint and steps towards resolution or notifications regarding filings.
• Understand regulatory requirements surrounding FINRA coding and the resolution of client complaints.
• High-level writing skills so that client complaints are recorded correctly and resolution is clearly communicated to our clients.
• Willingness to learn new computer systems and programs that are key to recording and researching client complaints.
  
  

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 must 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 must 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

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?

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.