Client Onboarding Specialist

1 week ago


Sydney, Australia UBS Full time

Australia
- Operations
- Investment Bank

**Job Reference #**
- 255778BR

**City**
- Sydney

**Job Type**
- Full Time

**Your role**
- Do you have a strong eye for detail and are incredibly organised? Do you have a client service orientation and high risk awareness?
- 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

**Your team**
- You’ll be working in the Onboarding team in Sydney. We maintain relationships with key stakeholders globally. We ensure that all internal and external client queries relating to the Onboarding process are acknowledged and responded to in a timely and appropriate manner. As a Client Onboarding specialist, you’ll play an important role in the Client Lifecycle Management function.*#LI-TC1

**Your expertise**
- You may already have experience in a KYC role (ideally in banking) or you maybe a recent graduate who is looking to build a career in Investment Banking Operations having gained some initial industry experience.
- proven experience in client service within a financial services environment
- strong attention to detail and strong analytical capability
- a self-starter who is able to multi-task and perform under pressure
- collaborator with a can-do attitude, able to quickly adapt within a changing environment
- Strong Excel skills including V-Lookups
- familiarity with ANZ regulatory landscape will be an advantage but not essential

**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?

**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?

**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.



  • Sydney, Australia Clyde&Co Full time

    Job Title - Client Onboarding Specialist - Role - Business/Professional Services - Expertise - Business Development - Job Location - Sydney - Description **The Team** Clyde & Co is an international law firm, with the largest, dedicated cyber incident response practice in Australia. We are a law firm, but we're not your average law firm and we have...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Investment Banking- PermanentOur client is a global US Investment bank, seeking a Client Onboarding Specialist. The Client Onboarding Team works to manage the operational risks associated with the introduction of new client relationships to our client. This is an internal and external client-facing role and in many cases, contact with the Client...


  • Sydney, New South Wales, Australia Blueberry Markets Group Full time

    The Client Onboarding Specialist will execute the activities in the Client Onboarding process, inclusive of account opening with a strong focus on ensuring that client identification documentation, name screening, and data capture activities meet Blueberry Markets' policies, standards, and applicable legal and regulatory requirements.Job DescriptionKey...


  • Sydney Central Business District, Australia HAYS Full time

    Client Onboarding Specialist covering Wealth Management for a global bank based in Sydney **Your new company** This company is a prestigious global bank that specialises in Investment Banking and Wealth Management. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and...


  • Sydney, New South Wales, Australia beBeeRisk Full time $120,000 - $130,000

    As a Know Your Client Specialist, you will play a pivotal role in ensuring the integrity of our client onboarding process.The successful candidate will possess excellent analytical skills and be proficient in navigating complex regulatory landscapes within banking or financial services.We are seeking someone with a proven track record of identifying...


  • Sydney, New South Wales, Australia beBeeonboarding Full time

    Job Description">We are seeking a highly skilled and motivated Strategic Client Onboarding Specialist to join our team. In this role, you will be responsible for leading the onboarding process of new clients, ensuring a seamless and efficient experience.">Key Responsibilities :">">Collaborate with internal teams to develop and implement effective onboarding...


  • Sydney, Australia State Street Full time

    Who we are looking for SSGM Client Service Solutions (“CSS”) is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding. The Client Onboarding & Maintenance team leads and manages the...


  • Sydney Central Business District, Australia Commonwealth Bank Full time

    **_“At CommBank we are proud to support flexibility, let’s discuss what this means for you” _** Our Regulatory and Control Operations Team (RACO or Financial Crime Operations) are accountable for leading a complex and diverse shared service for Financial Crime Operations across CBA. Spanning multiple Business Units, multiple global locations and...

  • Client Onboarding

    15 hours ago


    Sydney, New South Wales, Australia SERVICIOS DE MINERIA SWAZI, S.A. DE C.V. Full time

    OverviewClient Onboarding & Engagement Manager | NEW ROLE – Join to apply for the Client Onboarding & Engagement Manager | NEW ROLE role at SERVICIOS DE MINERIA SWAZI, S.A. DE C.V.We're Peninsula, the global #1 for Workplace Relations and Health & Safety advisory. Across ANZ, our expert teams support over 35,000 businesses, with unmatched service and...

  • Client Onboarding

    12 hours ago


    Sydney, New South Wales, Australia SERVICIOS DE MINERIA SWAZI, S.A. DE C.V. Full time

    OverviewClient Onboarding & Engagement Manager | NEW ROLE – Join to apply for the Client Onboarding & Engagement Manager | NEW ROLE role at SERVICIOS DE MINERIA SWAZI, S.A. DE C.V.We're Peninsula, the global #1 for Workplace Relations and Health & Safety advisory. Across ANZ, our expert teams support over 35,000 businesses, with unmatched service and...