UBS Financial Services Licensed Client Services Specialist in Nashville, Tennessee
Are you self-motivated and succeed in a team atmosphere? Do you enjoy customer service? We are looking for someone to:
Answer inbound calls from our external clients
Accept and enter equity trade orders on behalf of the client, assist clients with website registration or navigation, provide equity compensation plan education about their specific awards, company processes and/or procedures associated with their account
Provide support and guidance with internal clients involving the maintenance of the Client's accounts associated with the Firm's investment products and providing estimated time frames for requests to be completed
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
UBS is actively recruiting for an Ops Client Services Specialist to join our team in Nashville Tennessee. The Operations Client Services Specialist is a representative in the Client Services team supporting external clients as part of the equity compensation team. In addition other Ops Client Service Specialist support internal and/or external Wealth Management Americas clients in the areas of Client Support, Branch Support, Product Support and/or Key Segments.
Your experience and skills:
Series 7 and 63 or 66 license
Financial services/Banking/ Brokerage experience preferred
Exceptional phone conversation skills
Bachelors degree in Finance, Accounting, Economics, or related field
Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Strong organizational skills, attention to detail, and excellent follow-up skills
Candidates must have flexibility in work schedule. Hours of operation for this team are Monday – Friday, 3 am until 11 pm ET
Superior customer-centric focus, with proven ability to thoroughly resolve customer inquires
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Job Reference #: 170983BR
Business Divisions: Corporate Center
Title: Licensed Client Services Specialist
Job Type: Full Time
Country / State: United States - Tennessee
Function Category: Operations