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Remote Customer Service Representative

Role overview

Qualifications

  • 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

Responsibilities

  • 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

Other skills

  • Customer Service
  • Problem Solving
  • Communication
  • Detail Oriented
  • Proactivity
  • Professionalism

About the company

UBS logo

UBS

Company details

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Job description

About UBS

UBS is a global leader in wealth management, investment banking, and financial services, dedicated to providing exceptional client experiences. Our team works closely with individuals, families, and businesses to deliver tailored financial solutions. As part of our commitment to excellence, we are looking for a highly motivated Remote Customer Service Representative to join our team.


Job Description

As a Remote Customer Service Representative, you will be the first point of contact for UBS clients, providing professional and courteous assistance. Your role will involve handling inquiries, resolving issues, and ensuring a seamless client experience. We are looking for individuals who are detail-oriented, proactive, and passionate about delivering top-tier customer support.


Key Responsibilities

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 UBSs commitment to excellence by delivering exceptional service


Qualifications

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


Why Join UBS?

Competitive salary and benefits package


Professional development and growth opportunities


A supportive, collaborative, and inclusive work environment


The flexibility of working remotely while being part of a global financial leader

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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