Client Onboarding Specialist

2 days ago

Sydney, Australia Hatch Full time

** This role is at UBS (not for Hatch)**

Hatch is supporting UBS to find a great Client Onboarding Specialist to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like UBS.

**About the role at UBS**

We’re looking for such an individual to join our team of Client Onboarding Specialist to:

- advise on KYC vetting and regulatory requirements and handhold the client through the onboarding and account opening process
- understand how risk factors impact client risk rating
- handle sensitive and confidential information in accordance to UBS firm policy
- identify areas for improvement, share knowledge and conduct quality meetings with internal teams and stakeholders
- contribute to continuous improvement of processes and services
- have experience of writing and implementing comprehensive procedures
- understand the impact of technology and how it can aid in improving process efficiency

**Seniority**

Junior - A role for someone with some basic skills, good motivation and ability to learn. Typically up to 2 years of experience is required.

**Responsibilities**
- Account Retention and Expansion - Proactively identify opportunities for expansion and limit risk of churn by collaborating with clients to deliver on actions
- Adoption and Success Management - Support customers gain value from the product /

service. Including check-ins, training, addressing blockers to adoption, and providing best practice advice
- Customer Advocacy and Feedback - Advocate for customers by providing feedback to internal teams on how to better meet customer needs

**Strengths**
- Service orientation - Actively seeks and develops strategies to help key stakeholders
- Collaboration - Works with others by being open, clear in communication and listening to achieve goals
- Problem solving - Identifies problems and develops logical solutions that address the problems

Hatch exists to level the playing field for people as they discover a career that's right for them. We model this in our hiring process for our partners like UBS.

We do not discriminate on the basis of gender identity, sexual orientation, cultural identity, disability, age, or any other non-merit factors. To put it simply, Hatch is for everyone.

**Salary**: $50,000.00 - $120,000.00 per year

Schedule:

- Day shift

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