Clm & Onboarding Specialist

3 weeks ago

London, United Kingdom UBS Full time

United Kingdom
- Operations
- Global Wealth Management

**Job Reference #**
- 270976BR

**City**
- London

**Job Type**
- Full Time

**Your role**


- Work in partnership with client, CA and CAM and clients on any client onboarding requirements.
-  Front to back ownership of all onboarding cases.
-  Drive the onboarding and KYC preparation activities for the WMUK business to ensure KYC quality and process efficiency.
-  Participate in client meetings to discuss Client Lifecycle Management related process’.
-  Support CA to ensure regulatory compliance of submitted materials from client / CA
-  Perform KYC profile checking activities linked to client onboarding requests. Ensure client KYC information consistency.
-  Own all hand offs on onboarding cases to the offshore account opening teams.
-  Act as an SME for process/documentation enhancements.
-  Support local business needs by being a local escalation point, providing onsite expertise and knowledge across all CLM/KYC services.
-  Review external client forms, prepare internal forms relevant for onboarding.

**Your team**
- You’ll be working in the Wealth Management UK Front Support Organization reporting into the WMUK COO, supporting the WMUK business in executing their day to day activities more efficiently.

**Your expertise**
- You have:

- client focus and a desire to improve the client offering.
- professional experience within Wealth Management/Investment Banking/Asset Management.
- strong analytical, problem-solving and synthesizing skills
- strong commination skills and ability to solve complex issues
- You are:

- curious and collaborative, comfortable working independently as well as in a team
- able to multi-task and manage competing priorities in a demanding environment
- able to assess new ideas and provide implementable solutions
- a confident communicator
- Transformation minded and have the skillset to deliver system and process change.

**About us**
- UBS is the world’s largest and 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.
- With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**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.

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