UBS Financial Services New Accounts Specialist in New York, New York
Are you incredibly organized with an eye for detail? Do you know how to take care of business? We’re looking for someone like that to:
review and process incoming documents for clients
provide Client Advisors support with document management
ensure that the document records correspond with data in the system
modify, update, and distribute policies (including the maintenance of the required document checklist); communicate constantly by delivering updated procedures to branches and home office
devise and facilitate training relating to account documentation policies and procedures for branches
research corporate laws of different countries to ensure all required documentation is received
recommend account opening related enhancements to the systems, policies, and procedures, and implement accordingly
What we offer:
Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.
As part of the UBS AG, Private Bank, you will be working for the Private Bank Solutions Group (PBSG) for the International unit. Our main objective is to act as a one-stop, in-house shop for UBS Financial Advisors to incorporate the firm's unique global capabilities into their clients' portfolios. You will be responsible analyzing and reviewing new account and corporate documentation to ensure that documents provided adhere to UBS and external KYC (Know Your Client) and AML (Anti-Money Laundering) policies, procedures, and regulations. You will be working closely with Legal and Compliance teams to resolve AML, Cross Border, or any other issues that occur during the account opening process.
Your experience and skills:
a university degree
experience in a role like this
a basic understanding of Microsoft Office
ability to think outside the box and problem solving skills
a self-starter who can work well with minimal supervision (you can micromanage yourself)
a great communicator, with the ability to communicate appropriately at all levels in the organization
organized and detail oriented
fluent in Spanish or other second language(i.e. French, Italian, Chinese, etc.)
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?
Job Reference #: 158973BR
Business Divisions: Wealth Management Americas
Title: New Accounts Specialist
City: New York
Job Type: Full Time
Country / State: United States - New York
Function Category: Business management, administration and support