Italian-Speaking Client Data & Documentation Specialist

UBS; Wrocław; On-site; PLN 45,000 - 75,000; Full time

Job summary

UBS is hiring for a role in Wroclaw within the Client Lifecycle Management Team of Global Wealth Management Operations. You will contribute to processing and managing end-to-end client transactions, ensuring data accuracy, and maintaining compliance with UBS and regulatory guidelines.

No prior experience is required as full training is provided; a digital mindset and strong communication skills will help you thrive in a collaborative UBS environment in Poland.

Qualifications

• No prior experience required; full training provided in these disciplines.
• Curious self-starters with strong customer focus and willingness to learn.
• Willingness to learn, take ownership and make decisions.
• Digital mindset to deliver a seamless client experience.
• Strong communication, influencing and relationship-building skills.
• Fluent in Italian and English, both spoken and written.

Responsibilities

• Process and manage end-to-end client transactions within UBS WM Operations Wroclaw.
• Check completeness and consistency of received documentation.
• Maintain and enrich client data in internal systems.
• Update client data as required.
• Ensure documents align with application form information and comply with UBS and regulatory guidelines.
• Perform periodical controls to ensure high service quality.
• Capture in the system all documentation to enable proper setup.

Skills

Curiosity

Customer focus

Ownership & decision making

Digital mindset

Tools & problem solving

Communication & relationships

Italian & English proficiency

Job description

UBS is hiring for a role in Wroclaw within the Client Lifecycle Management Team of Global Wealth Management Operations. You will contribute to processing and managing end-to-end client transactions, ensuring data accuracy, and maintaining compliance with UBS and regulatory guidelines.

No prior experience is required as full training is provided; a digital mindset and strong communication skills will help you thrive in a collaborative UBS environment in Poland.