Client Account Manager– UK Regions Edinburgh at UBS

We’re looking for a Client Account Manager to:

• manage daily business in client servicing and provide high quality service
• be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
• be the direct contact for daily banking activities and administrative work for our clients
• manage daily client transactions and carry out inquiries and troubleshooting
• perform account maintenance tasks and client-related processes; e.g. account opening and closing, covering fees, overdrafts and monitoring balances
• support client advisors in delivering exceptional client service and experience
• support client advisors in administrative, risk and legal and compliance related tasks and duties
• research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
• join client advisors occasionally in client meetings

Your team

• You’ll be working within the UK Regions team in Edinburgh, providing service to our clients. Our wider Regional team consists of client advisors, client account managers, desk heads and the segment head. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families In the North. You’ll be part of the client coverage team and closely collaborate with client advisors.
• Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
• Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• financial services experience, ideally within a client facing team or other relevant commercial experience within the financial services industry
• solid understanding of execution of financial products and solutions like deposit, banking, brokerage, custody, investment and credit products
• effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
• able to utilise tools and resources to service clients as efficiently as possible
• interest in financial markets and in dealing with private clients
• sound judgement and problem-solving skills with a proactive style that delivers timely results
• superior written and oral communications skills including the ability to deliver difficult messages, complex ideas and client issues with confidence
• confident, motivated and able to adapt to a rapidly changing environment

How we hire

• We may request you to complete one or more assessments during the application process.