Client Onboarding Specialist - Transition Manager (ETD) London, England
UBS
Full Time
London, England
38000 - 49000 GBP ANNUAL Today
Job description
Switzerland - Zürich, United Kingdom
Investment Banking, Operations
Investment Bank
Job Reference #
279588BR
City
London, Zürich
Job Type
Full Time
Your role
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? Are you client-centric focused with a good record of resolving enquiries?
We’re looking for a Senior Client Onboarding Specialist to:
We’re looking for a Senior Client Onboarding Specialist to:
- deliver excellence and ensure compliance with legal, regulatory and statutory requirements and with internal polices and contracts
- oversee the top priorities for Business and act as the key contact for sales and clients
- spearhead the Front to Back process with prioritization framework for any new client onboarding/account opening request
- act as the subject matter expert for documentation and KYC requirements and processes relating to client onboarding for our ETD business
- identify process improvement areas, consistently refining and streamlining the F2B process
- lead a team of Transition Managers based in Zurich, London and Krakow
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Transition Management (Onboarding Specialist) team, under Integrated Client Lifecycle Services (ICLS) to support the EMEA region. Based in Zurich or London, you will oversee the front to back operating environment and to ensure the clients are onboarded in a seamless manner with the collaboration with key stakeholders. You will lead a small group of ETD Onboarding Specialists. The successful candidate will be required to interact with key stakeholders such as Business, Credit, Legal and all other functions involved in the entire end to end onboarding process on a daily basis.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- strong knowledge of the ETD product and client base and experienced team leader/line manager
- university degree and 7+ years of experience in a Client Onboarding/Transition Management or similar role
- strong interpersonal communication skills with confidence to deal professionally and persuasively with clients and senior figures
- familiar with the AML/KYC policies and requirements
- ability to work in a dynamic environment and changing requirements
- team player with strong organizational and communication skills and the ability to work across a diverse set of business streams
- strong analytical and problem solving skills
- English language skills essential, plus German language skills preferred
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
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?
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?
Contact Details
UBS Business Solutions, AG UBS Recruiting
Disclaimer / Policy Statements
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.
