UBS Group AG

ICLS - CLM - Client Onboarding Specialist

Posted on: 11 Mar 2024

Nashville, TN

Job Description

Your role

Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:

- Deliver excellence.
- Drive the organisation forward by working with purpose and passion.
- Put clients first. Build a high level of trust and partnership with out clients.
- Support digital transformation

We’re looking for a Client Onboarding Specialist to:

- Understand what you do and how you contribute to the overall success of the organisation.
- Always have a clear picture of the clients you are service
- Work across teams and functions to get the best solution or course of action.

Your team

You'll be working in the US GM KYC Onboarding team in Nashville, TN. We maintain relationships with key stakeholders globally including onshore and offshore locations. We see that all internal and external client queries relating to BAU are acknowledged and responded to in a timely and appropriate manner.

Your expertise

- Able to think creatively, flexibly and think logically to solve problems
- Organized and diligent with reviews
- Strong communications skills
- Team oriented mindset
- Bachelors degree or equivalent

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

UBS Group AG

New York, New York

UBS Group AG, together with its subsidiaries, provides financial advice and solutions to private, institutional and corporate client worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advisory and solutions to private clients, and high and ultra high net worth clients. This segment provides corporate and banking, lending, wealth planning, investing, lending, asset protection, and philanthropy services, as well as family office services.

The Personal & Corporate Banking division provides financial products and services to private, corporate, and institutional clients. The Asset Management division offers investment products and services comprising equities, fixed income products, hedge funds, real estate and private markets, indexed and alternative beta strategies, and asset allocation and currency investment strategies; customized multi-asset, advisory, and fiduciary services; multi-manager hedge fund solutions and advisory services; and fund corporate governance and white-labeling services.

The Investment Bank division provides advisory, debt and equity capital market, and financing solutions; and market lending services for global wealth management, personal and corporate banking, and asset management businesses serving the corporate, institutional, and wealth management clients. This division also offers cash, derivatives, and financing; foreign exchange, precious metals, rates, and credit; and securities research services. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is headquartered in Zurich, Switzerland.