Overview

Job Description

The Client provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland.
The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. Client’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

The Client is actively recruiting for an Ops Client Services Specialist to join our team in Weehawken, New Jersey. The Operations Client Services Specialist is a representative in the Client Services team
supporting external clients as part of the equity compensation team. In addition other Ops Client Service Specialist support internal and/or external Wealth Management Americas clients in the areas of
Client Support, Branch Support, Product Support and/or Key Segments.

Primary responsibilities:
Answer inbound calls from our external clients.
Accept and enter equity trade orders on behalf of the client, assist clients with website registration or navigation, provide equity compensation plan education about their specific awards, company processes and/or procedures associated with their account.
Provide support and guidance with internal clients involving the maintenance of the Client’s accounts associated with the Firm’s investment products and providing estimated time frames for requests to be completed.
Qualifications:

Skills Required:
Financial services/Banking/ Brokerage experience preferred
Exceptional phone conversation skills
Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Strong organizational skills, attention to detail, and excellent follow-up skills
Ability to be self-motivated and succeed in a team atmosphere
Candidates must have flexibility in work schedule. Hours of operation for this team are Monday – Friday, 3 am until 11 pm ET. Superior customer-centric focus, with proven ability to thoroughly resolve customer inquires
Skills Desired:
Series 7 and 63 or 66 license
Bachelor degree is preferred
Background in financial services
Four year degree in related field


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