Margaret Borchardt
About Margaret Borchardt
Margaret Borchardt is a Client Service Associate at UBS, where she has worked since 2022. She has a diverse background in client service and operations, having held various roles at companies such as Madison Trust Company, Yelp, and CVS/pharmacy.
Current Role at UBS
Margaret Borchardt currently serves as a Client Service Associate at UBS, a position she has held since 2022. In this role, she oversees the Documents and Transfers departments, ensuring efficient operations and client satisfaction. She plays a key role in onboarding new employees through an extensive training program, contributing to the overall effectiveness of the team. Her efforts have helped transform the transactional side of UBS into one of its largest assets.
Previous Experience at Madison Trust Company
Before joining UBS, Margaret worked at Madison Trust Company in various capacities. She served as an Operational Specialist from 2017 to 2020, where she focused on operational efficiency. Following this role, she was promoted to Operations Manager from 2020 to 2021, overseeing critical operational functions. Her experience at Madison Trust Company provided her with a solid foundation in client service and operations management.
Early Career Background
Margaret's career began in customer service roles. She worked as a Customer Service Associate at CVS/pharmacy from 2010 to 2011, gaining valuable experience in client interaction. She then transitioned to REMN Wholesale as an Office Clerk from 2012 to 2013. Additionally, she held a position as an Account Executive at Yelp from 2016 to 2017, where she developed skills in client relations and account management.
Education and Qualifications
Margaret Borchardt holds a Master of Education (M.Ed.) in Elementary Education and Teaching from Sacred Heart University, which she completed from 2015 to 2016. She also earned a Bachelor of Science in Psychology from the same institution, studying from 2011 to 2015. In 2019, she furthered her qualifications by completing a Real Estate program at Terrie O’Connor Real Estate School, enhancing her professional skill set.