Corporate Actions Specialist

UBS; Wrocław; On-site; PLN 60,000 - 85,000; Full time

Job summary

UBS Group AG in Wroclaw is seeking a detail-oriented professional to support Corporate Actions and Income Processing. You will prepare client notifications, ensure accurate bookings, and perform reconciliations, while collaborating with custodians and stakeholders to resolve issues.

Strong English, organizational skills, and AI curiosity are valued. We value integrity, collaboration, and driving service excellence in Wealth Management across Europe.

Qualifications

• Strong organizational skills and excellent attention to detail.
• Good communication and relationship-building skills.
• Experience in Corporate Actions and Income Processing is a plus.

Responsibilities

• Prepare and distribute client notifications regarding Corporate Actions and Income Processing events.
• Ensure timely and accurate execution of client bookings.
• Perform reconciliation for cash and stock breaks.
• Conduct investigations to ensure accurate and timely processing.
• Collaborate with custodians and stakeholders to support service delivery and issue resolution.

Skills

Motivated

Self-directed

Adaptable

Teamwork

Under pressure

Fluent English

AI curiosity

Job description

Key Responsibilities

Are you well-organized and detail-oriented? Do you have a high client service orientation and risk awareness? We are looking for someone who is ready to perform the following tasks:

• prepare and distribute client notifications regarding the Corporate Actions and Income Processing events
• ensure timely and accurate execution of client bookings
• perform the reconciliation for both cash and stock break
• conduct investigations to ensure accurate and timely processing
• collaborate closely with custodians and key stakeholders to support service delivery and issue resolution

Job Type

Full Time

Job Reference #

344752BR

City

Wroclaw

Key Responsibilities

Are you well-organized and detail-oriented? Do you have a high client service orientation and risk awareness? We are looking for someone who is ready to perform the following tasks:

• prepare and distribute client notifications regarding the Corporate Actions and Income Processing events
• ensure timely and accurate execution of client bookings
• perform the reconciliation for both cash and stock break
• conduct investigations to ensure accurate and timely processing
• collaborate closely with custodians and key stakeholders to support service delivery and issue resolution

The team

You will be working in Corporate Actions and Income Processing Team which is based in Wrocław, Dominikański Center. We deliver outstanding service to the Wealth Management Europe business and ensure client satisfaction is on the highest level.

We value accountability with integrity, collaboration, and innovation, which are our main behaviors in UBS. We create enjoyable and comfortable work environment, while being focused on work and delivering higher standards at the same time.

We are open for new people and we are looking forward to welcoming you to our team!

Your Skills And Experience

You are:

• motivated, self-directed and driven, as well as adaptable and able to work across teams and functions
• comfortable working independently, as well as in a team-oriented, collaborative environment
• available to work under pressure
• fluent in English, both spoken and written (knowledge of another language would be an asset)
• you are 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

You have:

• great organizational skills and excellent attention to detail
• good communication and relationship building skills
• experience in the Corporate Actions and Income Processing area (would be an asset)

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 is why we place collaboration at the heart of everything we do. Because together, we are more than ourselves.

Join us

At UBS, we know that it is our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We are 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 is why collaboration is at the heart of everything we do. Because together, we are more than ourselves.

We are 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 S.A.

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through [e-mail]