United States - New York

Investment Banking, Operations

Investment Bank

Your role

UBS is seeking a Client Onboarding Specialist to join our Global Markets Clearing team within the Integrated Client Lifecycle Services (ICLS) function, which is part of Group Operations. You will support post trade automation and integration for our global client base across Exchange Traded Derivatives (ETD) and Cleared OTC (cOTC) products.
Your focus will be on delivering seamless client connectivity, designing workflows, and implementing end to end solutions for trade confirmation and reporting using secure technologies such as SWIFT, FIX, and SFTP. You will collaborate with internal teams and external vendors to ensure timely, accurate integration and continuous improvement.

Detailed salary information:
• New York: the salary range for this role is $77000 to $96000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

331661BR

City

New York

Job Type

Full Time

Your team

Your team
You’ll work within ICLS (part of Group Operations), partnering with Sales, CRM, Onboarding, COO, and IT teams, as well as third party vendors. This role involves direct client consultancy through on site visits, face to face meetings, and virtual channels, ensuring high quality onboarding and connectivity solutions.

Responsibilities
• Lead client consultancy sessions (on site and remote) and manage design and prioritization of new interfaces across ETD and cOTC client base.
• Design workflows using SharePoint, Confluence, and shared mailboxes.
• Provide direction to Sales, CRM, Onboarding, COO, and IT for connectivity solutions.
• Implement end to end solutions for trade confirmation and client reporting using SWIFT, FIX, and SFTP.
• Build integrations with third party vendors and maintain documentation of all new functionality and data flows.
• Educate team members on new functionality and provide reporting to senior management.
• Drive continuous improvement across all functions.

Your expertise

Your expertise
• Bachelor’s degree required.
• Ideally 3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred).
• Excellent communication skills (verbal and written) and professional client facing attitude.
• Ability to build rapport with internal and external stakeholders across diverse roles.
• Proven ability to work with external clients and vendors and build strategic relationships to support connectivity and integration goals.
• Experience in client project management, including planning, coordination, and delivery of onboarding and connectivity initiatives.
• Resilient in a fast paced, high pressure environment; self starter with strong prioritization skills.
• Ability to provide technical training to staff.
• Strong analytical skills and proficiency with Excel formulas; high attention to detail.
• Knowledge of clearing processes and technical understanding of industry-standard messaging formats (e.g., SWIFT, FIX).
• Ability to work under pressure and meet tight deadlines.

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

US Only: The expected salary range for this role is $77000 to $96000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.