Customer Service Representative

Role Overview

• Respond to client inquiries via phone, email, and chat in a timely and professional manner
• Provide information about UBS wealth management products and services
• Assist clients with account-related questions, transactions, and troubleshooting
• Collaborate with internal teams to ensure client needs are met efficiently
• Maintain accurate records of client interactions and follow up as needed
• Uphold UBS's commitment to excellence by delivering exceptional service

Requirements

• Previous experience in customer service, banking, or financial services is a plus
• Strong communication and problem-solving skills
• Ability to handle client interactions with professionalism and discretion
• Proficiency in using CRM software and digital communication tools
• A strong internet connection and a quiet remote work environment
• Passion for financial services and a client-first approach

Benefits

• Competitive salary and benefits package
• Professional development and growth opportunities
• A supportive, collaborative, and inclusive work environment
• The flexibility of working remotely