Client Service Specialist
Content + Source + Freshness • 15 Dec 2025 • 95% confidence
Offer value
Moderate value reflects unique client service opportunity with a strong organization, yet limited specifics on compensation structure.
- Position with a global wealth management firm like UBS
- Requires expertise in client relations within financial services
- Limited details on compensation and benefits
- High expectations in a competitive environment
Pros
- Position in a reputable global wealth management firm
- Opportunities to work on client management across diverse sectors
- Emphasis on teamwork and collaboration
Cons
- Salary not explicitly mentioned, creating uncertainty
- Role may involve high-pressure situations due to client demands
- Experience requirements could limit applicant pool
Who it's for
Experienced • Office-based
Good fit
- Experienced client service professionals in finance
- Individuals with strong communication and problem-solving skills
- Candidates interested in a collaborative work environment
Not recommended for
- Entry-level candidates without relevant experience
- Those who prefer non-client-facing roles
- Individuals not comfortable in high-pressure situations
Motivation fit
Key skills
About the job
Client Service Specialist
Taiwan
Business management, administration and support
Asset Management
Your role
Are you a client services professional in fund distribution? We're looking for someone like this to:
• show strong ownership in providing support to our existing third-party fund distributors (private banks, consumer banks, and insurance companies)
• collaborate with other CRMs to identify new business opportunities and expand the existing client relationship to the benefit of both the client and UBS
• oversee the onboarding process for new clients / funds, ensuring a smooth transition and understanding of services offered
• monitor industry trends, competitor activities and market conditions to inform client strategies and product offerings
Job Reference #
328782BR
City
Taipei
Job Type
Full Time
Your team
You will be working in the Taiwan Wholesale Client Coverage Team supporting the Client Relationship Managers in servicing the clients. You will be able to draw on the strength of UBS traditional fund strategies, as well as alternative investments to support the best way possible.
Your expertise
• degree in economics or finance with ideally 3-5 years of business experience in financial industry (preferable in asset management industry)
• fluent communication in written and spoken English and Mandarin
• strong presentation skills and familiarity with computer applications (i.e. Excel, Word, PowerPoint, Morningstar, Bloomberg, KI)
• ability to multi-task in fast-paced environment
• self-motivated, flexible and positive
• a team player
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 know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
