About the Company
UBS is a leading global financial services company with a presence in over 50 countries. We offer a comprehensive range of services including wealth management, asset management, and investment banking. Our commitment to client success and our values-driven culture make us an employer of choice for those looking to build impactful careers. We are dedicated to fostering an inclusive environment where diverse perspectives thrive.
Job Description
Are you a natural communicator with a passion for helping people? UBS is seeking a dedicated Remote Customer Liaison to join our dynamic team. In this pivotal role, you will be the primary point of contact for our valued clients, building rapport, understanding their needs, and providing exceptional support. This is a unique opportunity to represent a world-class financial institution from the comfort of your home, ensuring client satisfaction and contributing to our reputation for excellence. You will handle inquiries, resolve issues, and guide clients through our services with empathy and expertise, all while leveraging the latest remote collaboration tools.
Key Responsibilities
- Serve as the first point of contact for client inquiries via phone, email, and chat, providing timely and accurate information.
- Actively listen to client concerns, diagnose issues, and offer appropriate solutions or escalate to specialized teams when necessary.
- Educate clients on UBS products, services, and digital platforms, ensuring a clear understanding of features and benefits.
- Maintain meticulous records of client interactions and transactions in our CRM system.
- Collaborate cross-functionally with internal departments to ensure seamless client experiences and issue resolution.
- Adhere to all regulatory compliance standards and company policies in every interaction.
- Proactively identify opportunities to enhance the client experience and contribute to process improvement initiatives.
- Participate in ongoing training and development to stay updated on industry trends and company offerings.
Required Skills
- Exceptional verbal and written communication skills.
- Proven ability to build rapport and demonstrate empathy with clients.
- Strong problem-solving and critical-thinking abilities.
- Proficiency in using CRM software and standard office applications (e.g., Microsoft Office Suite).
- Self-motivated with excellent organizational and time management skills.
- Ability to work independently in a remote environment.
- High-speed internet connection and a dedicated home office space.
Preferred Qualifications
- Bachelor's degree in Business, Communications, or a related field.
- Previous experience in a customer service, client relations, or call center role, preferably in financial services.
- Familiarity with financial products and services.
- Experience with virtual collaboration tools (e.g., Zoom, Microsoft Teams).
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) matching program.
- Paid time off and holidays.
- Opportunities for professional development and career growth.
- Remote work stipend for home office expenses.
- Employee assistance program.
- Robust training and onboarding program.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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