Client Onboarding Specialist
UBS
Client Onboarding Specialist
United Kingdom
Operations
Investment Bank
Your role
Are you intellectually curious, analytical and skilled at interpreting and presenting data insights? We are seeking a dynamic and motivated candidate to join our team within the Integrated Client Lifecycle Services (ICLS) Maintenance Control Tower function. This role offers a unique opportunity to gain hands-on experience in key aspects of client lifecycle management, stakeholder engagement, and driving operational excellence in a fast-paced, collaborative environment.
– Lead a small team and manage change and remediation projects from initiation to completion, ensuring they are delivered on time, within scope, and within budget.
– Oversee projects for the Global Control Tower Leads and be able to act as their delegate.
– Collaborate with various stakeholders, including technology partners, internal teams, and senior management, to ensure project objectives are met and client satisfaction is achieved.
– Identify, assess, and mitigate risks associated with change and remediation projects, ensuring minimal disruption to client services.
– Continuously evaluate and improve processes related to client lifecycle management, implementing best practices and innovative solutions.
– Prepare and present project status reports, documentation, and post-project evaluations to stakeholders and senior management.
Job Reference #
322105BR
City
London
Job Type
Full Time
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 ICLS Maintenance Control Tower team in London. This is a Client Lifecycle Maintenance function aligned to the Investment Bank that plays a critical role in ensuring the bank’s operations run smoothly, securely and in compliance with regulatory requirements. The team is responsible for managing core processes related to KYC and adherence to evolving financial regulations resulting in a seamless trading and client experience.
Your expertise
You have:
– Strong project management skills with a proven track record of successfully delivering complex projects.
– Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
– Strong analytical and problem-solving abilities.
– Knowledge of regulatory requirements and compliance related to client lifecycle management.
– Strong excel and data analysis skills are required. The ability to use Alteryx is preferred.
You are:
– Able to demonstrate leadership abilities with a proactive and results-oriented approach.
– Able to thrive in a fast-paced and dynamic environment, managing multiple priorities and deadlines.
– Detail orientated with a high level of accuracy and attention to detail in all aspects of work.
– Collaborative with the ability to work effectively within a team and across departments.
Knowledge of client lifecycle services will also be helpful to succeed in the role.
About us
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.
Join us
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.
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.