Barbara Jacobs

Barbara Jacobs

Client Services @ UBS

About Barbara Jacobs

Barbara Jacobs is a Client Services professional with extensive experience in customer service roles and a strong educational background in accounting and finance. She currently works at UBS and has previously held positions at Shutterfly Inc., APAC Customer Services, and Delaware North Companies.

Work at UBS

Barbara Jacobs has been employed at UBS in the Client Services department since 2015. Over her nine years in this role, she has developed strong relationships with clients and has contributed to the overall success of the team. Her responsibilities include addressing client inquiries and resolving issues effectively. Jacobs has received management recognition for her ability to exceed goals in customer issue resolution.

Previous Experience in Customer Service

Prior to her role at UBS, Barbara Jacobs worked in various customer service positions. She served as a Customer Service Representative at Shutterfly Inc. from 2013 to 2015 and as a Customer Service Advisor at APAC Customer Services from 2009 to 2013. These roles helped her build a foundation in customer relations and service excellence.

Education and Expertise

Barbara Jacobs holds a Master of Science (M.S.) in Accounting and Finance from Keller Graduate School of Management of DeVry University, which she completed from 2010 to 2012. She also earned a Bachelor of Applied Science (B.A.Sc.) in Business Administration and Management from the University of North Carolina at Charlotte from 2006 to 2009. Additionally, she holds an Associate of Arts and Sciences (A.A.S.) in Baking and Pastry Arts from Johnson and Wales University, completed from 2004 to 2006. Currently, she is studying for the Certified Public Accountant (CPA) exam.

Background in Baking and Retail

Before her extensive career in customer service, Barbara Jacobs worked as a Baker at Delaware North Companies from 2005 to 2013. She also gained retail experience as a Cashier at Target from 2006 to 2007. These roles provided her with a diverse skill set and experience in both food service and retail environments.

Skills and Competencies

Barbara Jacobs possesses a range of skills that enhance her professional capabilities. She is proficient in various software applications, including IP Contact Center, NotePage, iWork, ILOG, and CRM software. Her leadership skills enable her to coach and motivate employees, while her solid interpersonal and communication skills facilitate rapport-building with clients and colleagues.

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