Client Onboarding/Connectivity Specialist

UBS; New York (NY); On-site; USD 108,000 - 133,000; Full time

Job summary

UBS is seeking a Client Onboarding/Connectivity Specialist for its Midtown Manhattan office. You will manage client integration projects, serve as the central point of contact, and ensure requirements are completed within tight timeframes.

The role covers the full onboarding lifecycle, including FIX connectivity and vendor platform onboarding (BBG/TradeWeb/Reuters). You will join the Connectivity team within Client Hub, collaborating with Account Managers, Trading Desks, and clients to implement

Qualifications

• Good understanding of the FIX protocol and the trade lifecycle.
• Experience resolving trade discrepancies with middle/front office.
• Strong UNIX, scripting, SQL skills; eager to learn new tools.
• Solid project management capabilities.

Responsibilities

• Serve as the central point of contact through the project integration phase.
• Ensure business requirements are fulfilled within strict timeframes.
• Oversee multi-tier onboarding steps from spec gathering to production go-live.
• Coordinate FIX client onboarding via vendor platforms (BBG/TradeWeb/Reuters).

Skills

FIX protocol understanding

Trade lifecycle understanding

Trade discrepancies resolution

UNIX/Scripting/SQL

Project management

Tools

API integration

Bloomberg/Tradeweb/OMS/EMS

Netlink/SSL/TNS/Radianz

Job description

Your role

Our client, a global investment bank, is seeking a Client Onboarding/Connectivity Specialist for their midtown Manhattan office.

Are you detail oriented, even when multitasking? Do you know how to shine in a supporting role? We’re looking for an on-boarding specialist to run client integration projects:

• You will be the central point of contact throughout the project integration phase
• You will ensure business requirements are fulfilled and completed within strict timeframes
• Each integration project can consist of several multi-tiered steps, from gathering client specifications, establishing FIX connectivity, product development, FIX certification, business readiness testing, to production go-live
• You will be working in a global cross-asset onboarding team. The role encompasses the full onboarding lifecycle; kick off call, requirements elicitation and gathering, conformance testing, production go live, support handover and 3rd line support
• The role is also responsible for the onboarding of FIX clients through the vendor platforms – BBG/TRADEWEB/Reuters

Detailed salary information:
New York: the salary range for this role is $108000 to $133000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You’ll be working in the Connectivity team in Client Hub. We provide coverage out of our regional centers in EMEA (Zurich and London), North America (New York) and Asia (Singapore and Tokyo). The team works in close partnership with Account Managers, Trading Desks, and clients to implement Direct API Trading connections, to provide a premium front-to-back account / project management and support for our Global Markets client base. We are an engaging team that has close and productive partnerships with our internal stakeholders. We pride ourselves on empowering our business partners to achieve their potential through efficient, reliable and innovative solutions.

Your expertise

You have:

• good understanding of the FIX protocol
• an understanding of the trade lifecycle
• interacted with middle/front office to resolve trade discrepancies
• great computer skills (UNIX, Scripting, SQL) and the willingness to learn new programs / solutions
• project management skills

Any experience of the following systems is desirable:

• API integration
• Bloomberg/Tradeweb/OMS/EMS
• Netlink/SSL/TNS/Radianz

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.

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.