Client Onboarding and Lifecycle Specialist

2 days ago

Sydney, New South Wales, Australia UBS Full time $60,000 - $100,000 per year
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?

This role will be focused on the execution of controls and tasks required in the Client Lifecycle Management process, with a strong focus on ensuring that client identification documentation, name screening and data capture activities meets the Bank's policies, standards, and applicable local legal/regulatory requirements.

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.

Your team

Front Services (FS) supports Wealth Management Australia Front Office with the relationship onboarding and account lifecycle management processes, from account opening, periodic reviews, change in circumstances and maintenance.

Your expertise

• You have minimum 2 years of client account maintenance experience within the Banking industry.

• Uphold the highest standards of control, always keeping data integrity in mind while carrying out day-to-day tasks.

• Front Office query management.

• Act as Subject Matter Expert in various aspects of the account maintenance / Change-in-Circumstance processes that includes but not limited to change of Beneficiary Owner and various capacities, Tax topics like FATCA and AEI, Investment Suitability, and other required requirements to ensure all accounts satisfy the required regulatory and policy standards.

• Stay relevant with the latest regulatory, policy and procedural requirements.

• Perform data capture and validation in the Client Relationship Management system.
*#LI-TC1

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.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

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