Beverly Williams
About Beverly Williams
Beverly Williams is a Client Relations Specialist at UBS, where she has worked since 1980. She specializes in managing non-operational complaints, negotiating settlements, and resolving discrepancies in client accounts.
Work at UBS
Beverly Williams has been employed at UBS as a Client Relations Specialist since 1980. With over 44 years of experience in this role, she operates in the Greater New York City Area. Her responsibilities include maintaining a legal log for non-operational complaints in Excel, which is essential for auditing purposes. Williams serves as a liaison between branches and various departments, facilitating the research and resolution of issues that arise in client relations.
Client Relations Expertise
In her role, Beverly Williams has developed extensive experience in negotiating settlements among branch managers, brokers, legal departments, and clients. This expertise allows her to effectively address and resolve disputes, ensuring a smooth client experience. Williams is also skilled in verifying deposits to client accounts received from outside firms and organizing the receipt of bulk deposits, which contributes to the overall efficiency of client account management.
Background in Account Resolution
Beverly Williams has a background in resolving erroneous entries involving cash and securities within client accounts. This aspect of her work is crucial for maintaining the integrity of client financial records. Her attention to detail and problem-solving skills enable her to identify and correct discrepancies, thereby enhancing client trust and satisfaction.
Legal Compliance and Auditing
As part of her responsibilities, Beverly Williams maintains a legal log for non-operational complaints, which is vital for compliance and auditing purposes. This meticulous record-keeping ensures that UBS adheres to regulatory standards and can effectively address any legal concerns that may arise. Her role in this area underscores her commitment to maintaining high standards of client service and operational integrity.