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