Client Onboarding Specialist
UBS
Are you organized and detail oriented? Do you see opportunity when faced with a challenging problem, and are you willing to deep dive to identify solutions and deliver results?
We're looking for someone like this to:
•Be a project manager to onboard and integrate clients to UBS
•have an understanding of account opening lifecycle and requirements to get an account opened
•manage competing priorities and internal and external stakeholders
•develop a deep understanding of UBS Investment Bank products and services
•familiarize with various legal entity types, understand and articulate ownership chains and organizational structures of varying complexity
•understand requirements to bring clients onboard
•be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
•recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
•appropriately escalate issues to management, compliance, and the business
•appropriately handle sensitive and confidential information
•Develop and maintain relationships with clients
We're looking for someone like this to:
•Be a project manager to onboard and integrate clients to UBS
•have an understanding of account opening lifecycle and requirements to get an account opened
•manage competing priorities and internal and external stakeholders
•develop a deep understanding of UBS Investment Bank products and services
•familiarize with various legal entity types, understand and articulate ownership chains and organizational structures of varying complexity
•understand requirements to bring clients onboard
•be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
•recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
•appropriately escalate issues to management, compliance, and the business
•appropriately handle sensitive and confidential information
•Develop and maintain relationships with clients
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