Client Service Associate
Client Service Associate

Client Service Associate

Rochester Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist clients with financial services and ensure their needs are met.
  • Company: UBS is a leading global financial services firm operating in over 50 countries.
  • Benefits: Enjoy a diverse workplace with opportunities for growth and development.
  • Why this job: Join a reputable company where your communication skills can shine and make an impact.
  • Qualifications: 3-5 years in client service, preferably in finance; college degree or equivalent required.
  • Other info: Equal Opportunity Employer; reasonable accommodations available for applicants with disabilities.

The predicted salary is between 28800 - 48000 £ per year.

• series 7 and 66 licenses (preferably but not limited to) • ideally 3-5 years of experience in client service, within the finance sector • college degree, or equivalent, focusing on the financial/banking industry. • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite About the company UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000. #J-18808-Ljbffr

Client Service Associate employer: UBS

UBS is an exceptional employer that values its employees by fostering a collaborative and inclusive work culture, particularly in the vibrant financial hub of New York City. With ample opportunities for professional growth and development, employees are encouraged to enhance their skills and advance their careers within a global firm renowned for its commitment to excellence in client service. The company also offers competitive benefits and a supportive environment, making it an ideal place for those seeking meaningful and rewarding employment in the finance sector.
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Contact Detail:

UBS Recruiting Team

accessibility@talentify.io

StudySmarter Expert Advice 🤫

We think this is how you could land Client Service Associate

✨Tip Number 1

Make sure to highlight your experience in client service, especially within the finance sector. Use specific examples of how you've successfully managed client relationships and resolved issues to demonstrate your expertise.

✨Tip Number 2

If you have your Series 7 and 66 licenses, mention them prominently. If not, consider starting the process to obtain these licenses, as they are highly valued for this role and show your commitment to the industry.

✨Tip Number 3

Brush up on your Microsoft Office skills, particularly Excel and PowerPoint. Being proficient in these tools can set you apart, so consider taking a quick online course or tutorial to refresh your knowledge.

✨Tip Number 4

Prepare for potential interviews by practising your communication skills. Role-play common client scenarios and focus on how you would handle various situations, showcasing your interpersonal skills and attention to detail.

We think you need these skills to ace Client Service Associate

Series 7 License
Series 66 License
Client Service Experience
Financial Sector Knowledge
Excellent Communication Skills
Interpersonal Skills
Attention to Detail
Proficiency in Microsoft Office Suite
Problem-Solving Skills
Time Management
Customer Relationship Management
Adaptability
Team Collaboration
Analytical Skills

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your 3-5 years of experience in client service, particularly within the finance sector. Use specific examples to demonstrate how your past roles have prepared you for the Client Service Associate position.

Showcase Your Qualifications: If you hold a college degree or equivalent in the financial or banking industry, mention it prominently. Also, if you have the Series 7 and 66 licenses, be sure to include them as they are preferred qualifications.

Demonstrate Communication Skills: Since excellent communication and interpersonal skills are crucial for this role, provide examples of how you've successfully communicated with clients or colleagues in previous positions. This could be through customer feedback or specific projects.

Detail Orientation: As attention to detail is essential, consider including a brief example of a situation where your meticulousness made a significant impact. This could be related to data accuracy or project management.

How to prepare for a job interview at UBS

✨Showcase Your Experience

Make sure to highlight your 3-5 years of experience in client service, especially within the finance sector. Prepare specific examples of how you've successfully handled client interactions and resolved issues.

✨Demonstrate Communication Skills

As an excellent communicator, you should be ready to showcase your interpersonal skills during the interview. Practice articulating your thoughts clearly and confidently, and be prepared to discuss how you build relationships with clients.

✨Be Detail-Oriented

Since attention to detail is crucial for this role, come prepared with examples that demonstrate your meticulousness. You might want to mention instances where your attention to detail made a significant difference in your work.

✨Familiarise Yourself with Microsoft Office

Proficiency in Microsoft Office Suite is essential. Brush up on your skills, particularly in Excel and PowerPoint, and be ready to discuss how you've used these tools in previous roles to enhance client service.

Client Service Associate
UBS
Location: Rochester
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U
  • Client Service Associate

    Rochester
    Full-Time
    28800 - 48000 £ / year (est.)
  • U

    UBS

    10000+
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