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GWM AMER Client Services Representative

Nashville, TN

Your role

Do you want to be part of the team creating a best-in-class service experience for our clients while building the skills for a career at UBS? Are you hungry to learn and find solutions for our clients and colleagues?

We're looking for participants in our CSEC Accelerate Program to:
• provide exceptional service through an omni-channel environment to make it easier for our clients and advisors to do business.
• communicate effectively to educate clients on account services and capabilities.
• diagnose problems through active listening and effective questions and own to resolution.

Through CSEC Accelerate - our 18-month career progression program - you will build your wealth management knowledge through business training and first-hand experience. Building the necessary skills as we prepare you for your next career step at UBS.

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This Accelerate program consists of three 6-month segments where your learning builds over time through critical skills segments that include successful client conversations and basics of financial services; as well as, additional in depth content specific to a wealth management desk. There is an opportunity to complete the SIE and obtain a Series 7 license and you will be offered training and support along the way. At the end of the 18-month program, a place out process will take place to identify the right next role for our Accelerate participants.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

Your team

You'll be working in the Client Service Experience Center in Weehawken or Nashville. The Client Service Experience Center is the contact center that supports our US Wealth Management clients and colleagues. We are a driven and diverse team with over 250 people working in close partnership with GWM Americas and functions to drive a best-in-class client experience. The Client Service team mission is to create an excellent client and field experience through inclusive partnership, the collective knowledge of the team and identification of opportunities to drive business decisions.

Your expertise

• strong verbal / written communication and relationship-building skills
• exceptional service mindset with focus on active listening
• proficient in Microsoft Office, Windows and basic computer hardware understanding
• excellent organization and time management skills
• 4-year degree in related field preferred, but not required

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How we hire

This role requires an assessment on application. Learn more about how we hire:

Client-provided location(s): Nashville, TN, USA; Weehawken, NJ 07086, USA
Job ID: UBS-286581BR
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA With Employer Contribution
    • HSA With Employer Contribution
    • On-Site Gym
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Family Support Resources
    • On-site/Nearby Childcare
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • On-Site Cafeteria
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • Performance Bonus
    • Financial Counseling
    • 401(K) With Company Matching
    • Stock Purchase Program
  • Professional Development

    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at UBS.