Client Onboarding and Lifecycle Management Specialist

UBS; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

UBS in Sydney is seeking a Client Onboarding and Lifecycle Management Specialist within Global Wealth Management. The role focuses on executing controls in the Client Lifecycle Management process, with emphasis on mandates, FATCA, Source of Wealth, and ensuring client identification documents and data capture meet policy and regulatory standards.

You will join the Global Wealth Management Front Support Office team, supporting onboarding and account lifecycle activities from opening to periodic

Qualifications

• Strong communication skills and the ability to manage all incoming Front Office issues/escalations and related day to day instruction handling in a timely, accurate and customer friendly manner.

Responsibilities

• Execute controls and tasks in the Client Lifecycle Management process with focus on mandates, FATCA, Source of Wealth and ensuring client documentation/data capture meet policy and regulatory requirements.
• Support Wealth Management Front Office with onboarding and account lifecycle processes from opening to reviews and maintenance.

Skills

Strong communication

Front Office handling

Job description

Client Onboarding and Lifecycle Management Specialist

Client Onboarding and Lifecycle Management Specialist

Australia

Operations

Global Wealth Management

Job Reference #

343270BR

City

Sydney

Job Type

Full Time

Key responsibilities

In Wealth Management we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. We’re looking for a Client Onboarding and Lifecycle Specialist.

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

The team

You’ll be working in the Global Wealth Management Front Support Office Team (FSO). We support Wealth Management Australia Front Office with the relationship onboarding and account lifecycle management processes, from account opening, periodic reviews, change in circumstances, maintenance and client call-backs.

Your skills and experience

Strong communication skills and the ability to manage all incoming Front Office issues/escalations and related day to day instruction handling in a timely, accurate and customer friendly manner.

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.

How we hire

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.