Client Account Manager Specialist

UBS; São Paulo; Vor Ort; BRL 120.000 - 180.000; Vollzeit

Zusammenfassung

UBS in Sao Paulo is seeking a Client Account Manager to act as the main liaison for client inquiries, support onboarding and lifecycle management, and collaborate with Internal teams to ensure regulatory and operational excellence.

The role requires CPA-20, fluent Portuguese with intermediate English, and on-site availability in Sao Paulo, within a Wealth Management team serving Latin America.

Qualifikationen

• Experience in client servicing, onboarding and KYC in financial services.
• CPA-20 certification required.
• Strong organisation and attention to detail.

Aufgaben

• Serve as the primary contact for client inquiries and onboarding.
• Support clients throughout lifecycle, including documentation and KYC reviews.
• Coordinate with internal teams to resolve issues efficiently.
• Monitor deadlines and ensure compliance with regulatory and internal requirements.
• Contribute to process improvements to enhance client experience and compliance.

Kenntnisse

Client servicing

Onboarding

KYC processes

Regulatory interpretation

Portuguese

English

Ausbildung

Banking education

Jobbeschreibung

Job Type

Full Time

Job Reference #

342232BR

City

Sao Paulo

Key Responsibilities

Are you passionate about delivering exceptional client service? Do you thrive in managing complex processes while ensuring compliance and operational excellence? Are you ready to be the key point of contact for clients and internal teams?

We’re looking for a Client Account Manager (CAM) to:

• act as the primary point of contact for client inquiries, ensuring timely and accurate responses
• support clients throughout their lifecycle, including onboarding, documentation, and periodic KYC reviews
• coordinate with internal teams (Client Advisors, Advisory Specialists, Operations, Compliance) to resolve issues efficiently
• monitor deadlines and quality standards for KYC and documentation processes, escalating when necessary
• maintain accurate records and ensure adherence to regulatory and internal requirements
• contribute to process improvements and initiatives that enhance client experience and compliance

The team

You’ll be working in the Client Account Management team, supporting Wealth Management clients across Latin America. Our team plays a critical role in ensuring smooth client onboarding and lifecycle management, partnering closely with Client Advisors and specialists to deliver high-quality service.

We’re a collaborative team that values precision, client focus, and partnership. You’ll join colleagues committed to operational excellence and regulatory compliance.

Your Skills And Experience

• experience in client servicing, onboarding, and KYC processes within financial services
• banking-related education (apprenticeship, traineeship, or a bachelor’s degree)
• strong organizational and multitasking skills with attention to detail
• ability to interpret regulatory requirements and apply them in daily processes
• CPA-20 required
• good written and verbal communication skills
• fluent in Portuguese and Intermediate English
• availability to work on-site in Sao Paulo
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.

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.

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.