UBS Financial Services New Accounts Specialist in New York, New York

Your role:

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.

Your team:

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:

You have:

  • 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

You are:

  • 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.)

About us:

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