Client Advisor Operations Lead

UBS; Torreón; Presencial; MXN 300.000 - 420.000; Jornada completa

Descripción de la vacante

UBS, a leading global wealth manager, seeks an administrative and client service specialist for the Mexico Desk in Mexico City. You’ll support Client Advisors across daily account management, document processing, and compliance activities to ensure a seamless client experience.

You will coordinate meetings and travel, manage queries, and collaborate with back/middle office and compliance to uphold operational risk controls and cross-border requirements.

Formación

• Experience in client account management or wealth management support.
• Strong administrative, organizational, and planning skills.
• Process client instructions accurately and maintain documentation.
• Knowledge of KYC, due diligence, suitability, and compliance.
• Strong client focus and communication with stakeholders.
• Teamwork across Client Advisors, Middle Office, Compliance, and Operations.
• Proactive problem-solving and risk resolution.
• Ethics, confidentiality, and cross-border compliance.
• Curious about using AI to improve workflows and governance.

Responsabilidades

• Provide administrative and organizational support to Client Advisors for daily client account management.
• Process and document client and advisor orders accurately while managing queries.
• Support KYC, due diligence, suitability reviews and related issue resolution.
• Coordinate meetings, visits, and travel; prepare materials and monitor follow-ups.
• Collaborate across teams to manage risks, ensure handovers, and drive process improvements while ethics and cross-border rules apply.

Conocimientos

Client mgmt

Wealth mgmt

Compliance

KYC

Due diligence

Operational risk

Communication

Teamwork

Ethics

AI curiosity

Descripción del empleo

UBS, a leading global wealth manager, seeks an administrative and client service specialist for the Mexico Desk in Mexico City. You’ll support Client Advisors across daily account management, document processing, and compliance activities to ensure a seamless client experience.

You will coordinate meetings and travel, manage queries, and collaborate with back/middle office and compliance to uphold operational risk controls and cross-border requirements.