Hybrid Client Onboarding Specialist bei UBS
UBS · Nashville, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Nashville
Your role
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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Join us
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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Your team
Our team offers a unique opportunity to build relationships across multiple IB functions and establish partnerships with internal credit, legal, compliance, and operations teams
Your expertise
•ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law
•ability to analyze client information and documentation to facilitate account opening
•exceptional written and verbal communication
•knowledge of investment bank products and industry trends
About us
We have a presence in all major financial centers in more than 50 countries.