Trade and Processing Specialist

UBS; Toronto; On-site; CAD 68,000 - 85,000; Full time

Job summary

A leading global wealth management firm is seeking a detail-oriented professional for a client services role in Toronto. The successful candidate will assist with new client setups and ensure accurate processing of trades. Responsibilities include collaborating with stakeholders, managing transactions, and enhancing client relationships in a fast-paced environment. Candidates should have client services experience, strong computer skills, and the ability to manage multiple tasks effectively.

Benefits

Competitive benefits

Qualifications

• Experience in client services is essential.
• Must possess strong computer skills with a willingness to learn.
• Proven ability to build relationships at different levels.

Responsibilities

• Assist with new client set up and ensure trades are processed correctly.
• Collaborate with stakeholders to drive outcomes.
• Process transactions, confirmations, and manage exceptions.

Skills

Client services experience

Strong computer skills

Interpersonal skills

Ability to work under pressure

Process improvement skills

Multi-tasking ability

Job description

Job Reference #

331002BR

City

Toronto

Job Type

Full Time

Your role

Are you detail oriented, even when multitasking? Do you know how to work with a team to achieve a common goal?

We’re looking for someone to help:

• assist with new client set up and ensure trades are processed correctly
• collaborate with stakeholders to drive outcomes
• process transactions, confirmations and manage exceptions and risk
• perform root cause analysis to identify and drive process improvements
• deliver timely and complete resolutions to clients

Your team

As a member of the Canada Equity support team, you will provide transactional support to institutional clients. The role involves significant internal collaboration with sales traders, front office support, settlements, risk reporting and static data teams, as well as external interaction with clients and vendors. Your expertise will leverage UBS platforms, products, and services to ensure exceptional client service.

Your expertise

• previous client services experience
• strong computer skills and the willingness to learn new programs
• proven ability to build, maintain and enhance relationships at all levels
• adaptable, with strong interpersonal skills
• driven, able to work under pressure and multitask
• comfortable working with internal and external clients
• skilled at looking for ways to improve processes
• able to remain composed under pressure
• able to prioritize, multi-task in a fast-paced environment

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.

Salary information

The indicative gross base salary range as a full-time equivalent role:

• Canada - Ontario min CAD 68000 - max CAD 85000

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [e-mail] or phone [phone], option 2, option 5, option 1.