Client Relations Specialist
UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Client Relations Complaint Specialist to manage a high volume of client complaints and ensure compliance with regulatory guidelines. This role requires strong communication and organizational skills to handle client interactions effectively.
Responsibilities
- Manage high volume of incoming client complaints, as well as some non-complaint requests, related to brokerage/advisory clients, stock plan participants, banking/mortgage products, etc
- Accurate and complete entry of client complaints in the Firm’s complaint system in accordance with Client Relations policies and procedures
- Timely creation and movement of complaint files (electronic) in accordance with compliance standards and regulations
- Understanding of regulatory guidelines for client complaints and the ability to communicate those requirements to branches
- Accurate and complete entry in firm system and in filing methods of steps taken to resolve the matter in the Firm’s complaint system in accordance with Client Relations policies
Skills
- Experience within the financial sector
- Bachelor's degree, or a combination of education and experience in the financial services industry
- Proficient in Microsoft Office Suite
Benefits
- Discretionary incentive compensation
- Flexible working options
- Reasonable accommodation/adjustments throughout our recruitment process
Company Overview
Company H1B Sponsorship