UBS Financial Services Client Onboarding Specialist in Opfikon, Switzerland

Your role:

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? We're looking for someone like that to:

– review incoming documents for clients according to

internal and external regulations

– capture client static data based on client and front

office documentation

– provide client advisors support with document

management in connection with the onboarding or

maintaining of client relationships

– make sure that the document records correspond

with data in the system

– process end of day controls

– contribute to continuous improvement of processes

and services

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:

You’ll be working in the CLM Client Onboarding Institutionals team in Opfikon. Client Onboarding is the first contact point for client questions and trouble shooting. Our main tasks, among other things, are the handling of the KYC and Due Diligence process, securing a smooth payment flow, opening and closing of accounts and giving approval for Finance transactions. As a service provider for our clients we not only work hand in hand with our Client Relationship Directors, but also with other business streams in order to offer customized services and expertise through our motivated and committed team.

Your experience and skills:

You have:

– experience in client service (ideally in banking)

– a basic understanding of current regulatory

requirements, like EMIR and Dodd Frank

– some knowledge of onboarding

You are:

– a self-starter who can work well with minimal

supervision (you can micromanage yourself)

– a skilled written and verbal communicator


– a dedicated team player with a can-do attitude

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 more than 50 countries. Do you want to be one of us?

Your colleagues:

Job Reference #: 177530BR

Business Divisions: Corporate Center

Title: Client Onboarding Specialist

City: Opfikon

Job Type: Full Time

Country / State: Switzerland - Zürich

Function Category: Operations