Client Service Core Specialist EMEA

UBS; Krakow am See; Vor Ort; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

A global wealth management firm is seeking a Client Service Core Specialist to enhance client experience and foster strong relationships. In this role, you will manage client inquiries, ensure data quality, and collaborate closely with CRMs and various teams. Ideal candidates will have a bachelor’s degree and 3 to 5 years of client service experience, preferably in financial services. Proficiency in English and experience with various financial instruments are essential. Join a team that values collaboration and innovation!

Qualifikationen

• 3 to 5 years of experience in client service, ideally within financial services.
• Business fluent in English; proficiency in German or other European languages is an advantage.
• Understanding of financial services and instruments.

Aufgaben

• Maintain and monitor data quality for clients.
• Act as the main point of contact for client inquiries.
• Manage complaints and ensure client satisfaction.

Kenntnisse

Client service experience

Communication skills

Interpersonal skills

Interest in digitization

Ausbildung

Bachelor’s or master’s degree in banking, finance, law or equivalent

Jobbeschreibung

Job Reference #

331684BR

City

Kraków, Wroclaw

Job Type

Full Time

Your role

Do you like to contribute to great client experience and to interact with sales colleagues globally? Is a client-oriented mindset important to you and your trademark? Are you commercially minded and driven to help build a business? If yes, then we are looking for you.

We’re searching for a Client Service Core Specialist in UBS Asset Management to:

• Maintain and monitor data quality (e.g., agreement updates, accounts mapping, client reporting related information) for our clients such as pension funds, sovereign wealth clients and distributors in central systems.
• Act as the main point of contact for client inquiries, coordinate responses with internal teams, manage complaints, and ensure client satisfaction by delivering timely and accurate information and services.
• Attend, host, and prepare for training days, due diligence meetings, and sales pitches. Organize materials, logistics, and follow-up communications in partnership with the Client Relationship Manager (CRM).
• Handle RFP coordination, cash-flow notifications, fund launches/changes, and support life-cycle changes and maintain accurate client data in internal systems.
• Oversee fee invoicing, trailer fee approvals, payment coordination, and proactively manage outstanding invoices (aged debtors).
• Execute processes and controls in a timely, accurate, and complete manner and ensure compliance with regulations and manage audit requests.
• Contribute to and potentially lead projects to further improve the Client Service function.

Your team

You’ll be part of the global Client Service function as part of the Client Service Core team with colleagues in different locations in Europe. As a Client Service Core Specialist, you will work closely with CRMs and colleagues from different functions within UBS Asset Management. Our key objective is to deliver excellent client services with continuous improvement on process efficiency and risk control.

Client Service encompasses open-minded and experienced colleagues, who enjoy the regularly arising new challenges of our day‑to‑day work. We work closely with CRMs as well as other internal colleagues from functions such as Legal, Compliance, Tax, Operations & Investment teams. Collectively, we strive to provide our clients with the best possible solutions for their investment and financial needs.

Your expertise

• Bachelor’s or master’s Degree in banking, finance, law, international business or equivalent
• 3 to5 years client service experience, ideally within the financial services industry
• Understanding of and sound interest in financial services and instruments (e.g., bonds, securities, derivatives FX, investment funds, corporate actions) and relevant parties involved
• Business fluent in English; business fluency in German, French, Italian or any other European language is an advantage
• Great communicator, able to build, maintain and enhance relationships at all levels
• Interest in digitization and an affinity for technology
• Comfortable working with internal and external stakeholders, across a range of functions

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

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

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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.

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