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Remote Customer Service Representative

UBS

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

Key facts

Hard skills

Other skills

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

About the company

UBS logo

UBS

Financial Services

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

Company details

IndustryFinancial Services
Company size10,001+

Links

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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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