Tracy Carson
About Tracy Carson
Tracy Carson is a Senior Client Service Associate at UBS in Greenville, South Carolina, where she has worked since 2020. With a background in business and extensive management experience, she is known for fostering trust and approachability in professional settings.
Work at UBS
Tracy Carson has been serving as a Senior Client Service Associate at UBS since 2020. In this role, she is based in Greenville, South Carolina, and has developed a reputation for fostering trust and approachability in professional interactions. Her position involves managing client relationships and ensuring high levels of customer satisfaction. With four years of experience at UBS, Tracy has contributed to the firm's commitment to client service excellence.
Education and Expertise
Tracy Carson earned her Bachelor of Business Administration (BBA) from the University of Phoenix, where she studied from 2006 to 2008. Additionally, she has been pursuing further education at the University of Central Florida since 2013. Her academic background, combined with extensive professional experience, has equipped her with a thorough understanding of business operations and client service management.
Background
Tracy Carson has a diverse professional background, including significant roles at BNY Mellon | Pershing. She worked as a Custody Team Lead from 2017 to 2019 and later as Vice President of Custody Services for seven months in 2020. Prior to her tenure at BNY Mellon, she spent twelve years at Walgreens as an Executive Assistant Manager and Field HR Generalist. This varied experience has provided her with a solid foundation in management and client service.
Achievements in Client Service
Throughout her career, Tracy Carson has demonstrated a strong ability to lead, coach, and develop employees across various regions. Her experience as a Client Service Delivery Specialist at BNY Mellon | Pershing from 2013 to 2017 further honed her skills in client relations and service delivery. Tracy's thorough understanding of back office security processing enhances her capability to address client needs effectively.
Professional Development
Tracy Carson thrives in environments that provide variety, growth, and opportunity. Her commitment to professional development is evident through her ongoing studies at the University of Central Florida since 2013. This dedication to learning supports her ability to adapt to changing industry demands and enhances her contributions to her current role at UBS.