Hybrid Retirement Services Abandoned Property Specialist (US) bei UBS Group AG

Are you incredibly organized with an eye for detail? Do you know how to take care of business? We’re looking for someone like that to:
• review and process incoming documents for clients
• provide client advisors support with document management
• ensure that the document records correspond with data in the system
• offer advice and support to client advisors when carrying out administrative tasks in connection with client care, like undeliverable mail research and managing archive systems

Pune

Full Time

India

Operations

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

You’ll be working in the Abandoned Property team in Nashville, TN. We are responsible for the reporting and remittance of clients' assets to the various states and US territories that have been classified as 'unclaimed property'. The Abandoned Property Dept. is also responsible for managing clients' written responses and telephone inquiries regarding their accounts. We are required to keep abreast of the ongoing changes in state escheatment laws.

You have:
• excellent organizational skills
• the ability to take responsibility and stay focused on objectives with a can-do-attitude
• a passion for dealing with clients
• confidence in communicating with US states regulators
• strong reconciliation skills and command of Microsoft Excel

You are:
• a self-starter who can work well with minimal supervision (you can micromanage yourself)
• organized and detail oriented
• an excellent communicator
• totally focused on client service and team collaboration
• flexible and able to work under pressure
• motivated, self-directed and driven (always staying up to date and improving)
• customer orientated and focused on service quality
• always professional (but you have the human touch)

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

We may request you to complete one or more assessments during the application process. Learn more