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Client Service Manager
| Details |
Country: USA
Location: NJ Weehawken
Total applied: 15
Job Type: Employee
Job Status: Full Time
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Client Service Manager
UBS is a leading global financial services firm. Global Wealth Management & Business Banking offers sophisticated wealth management services and personalized advice to help our clients achieve their financial goals. We are the world's leading wealth management business, Switzerland's leading retail and commercial bank, and one of the biggest private client businesses in the USA. By combining your talent with our strength, we can achieve great results.
Your job will involve serving as the primary contact with client companies for the day-to-day management of the client relationship. In addition, you will be responsible for the management of lead administrators, day to day plan management, day to day plan excellence, call center metric monitoring, and service issue escalation.
Basic Qualifications
You are a professional with 5-10 years of Financial Services experience, preferably in the areas of SOP/ESPP relationship management and plan administration. You also have project management experience. You possess strong written and spoken communication skills as well as strong presentation and presentation development skills. You are a problem solver with strong identification and negotiation skills. You have the ability to identify customer needs and translate them into enhancements and new products/services.
Preferred Qualifications
You are a professional with a background in Account management, CEP Level 1 & 2 certification and/or Series 7/63 licenses.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth.
If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.
UBS is an equal opportunity employer. We respect and seek to empower each individual and the diverse cultures, perspectives, skills and experiences within our workforce.
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