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Client Service Specialist

3 weeks ago

Montréal, Canada UBS Full time

Canada
- Business development, Business management, administration and support, Client advisory / Relationship management, Sales
- Asset Management

**Job Reference #**
- 311581BR

**City**
- Montreal

**Job Type**
- Full Time

**Your role**
- Are you a motivated self-starter? Can you take an assignment and run with it?

We are looking for Client Service Specialist to join our team to:

- manage client on and offboarding cases and facilitate lifecycle events (e.g. client requests or other service delivery issues) for client-related reviews
- support in the preparation of sales pitches, client meeting and cross-selling for existing clients
- support governance and risk management processes and UBS' ability to maintain effective controls
- ensure reliability and integrity of financial and operational information
- exercise professional judgement in the performance of work

**Your Career Comeback**

**Your team**
- You'll be working with the Institutional Client Coverage team team located in Montreal, Canada. Our vision is to always enhance the client experience now and for the future.

**Your expertise**
- 5 to 15 years of prior experience in a similar Client service role
- fluency in English and French
- knowledge about market products is a plus

**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.

**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.