Front Support Office, On-boarding Specialist
2 weeks ago
United Kingdom
- Operations
- Global Wealth Management
**Job Reference #**
- 289029BR
**City**
- St. Helier
**Job Type**
- Full Time
**Your role**
- Are you incredibly organized, self-motivated and have an eye for detail? Are you a good team-player? Do you have a high client service orientation and high-risk awareness? We are looking for someone like that to:
- Review Wealth Management and GFIM client onboarding due diligence & KYC documents to ensure compliance with internal policies and external regulations
- Support front office stakeholders when onboarding new business by communicating what CDD & KYC is required and attend client meetings when appropriate- Support the remediation of risk issues, clean-ups, recurring issues (e.g. Suitability Review, CRM (Local System), PKR, AML, etc.)
- Identify and propose process improvements, contribute to a sound risk & efficiency culture within the desk
**Your team**
- You'll be working in the Business Support Team. Our team is a key component of the UBS Jersey Front Support Office. You will be working in a team of six supporting GWM & GFIM business. It is the perfect place to gain experience on key processes having a direct impact on our client experience
**Your expertise**
- You have:
- A good understanding of AML / KYC requirements
- Strong interpersonal skills with the ability to convey information to colleagues and stakeholders where required whether verbally or in report format
- Experience with onboarding clients (individual / company / trust) in a financial institution
‐ A good knowledge of Microsoft Office suite especially Excel and Power Point
- ‐ A high capacity to deal with different topics- A digital mindset
You are:
- ‐ Highly organized and detail-orientated person with a right-first-time approach- Proactive and curious
‐ Client driven and comfortable speaking to clients
- ‐ Dynamic and positive
- ‐ A team player with the ability to work independently
- ‐ Able to work under pressure
- ‐ Responsible and disciplined
- ‐ Fluent in English
**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.
**How we hire**
**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?
**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting
**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.
-
First Point of Contact Support Officer
4 weeks ago
St Helier, United Kingdom RBS International Full timeOur people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in Jersey and as such all normal working days must be carried out in Jersey. Join us as a First Point of Contact Support Officer - Take on a new role in an exciting and dynamic...
-
Client Compliance Officer
4 weeks ago
St Helier, United Kingdom LRI Invest S.A. Full timeThe Apex Group is looking for an experienced Client Compliance Officer. This full-time role is based in Saint Helier and offers a favourable salary and benefits. The Client Compliance Officer role will act as a nominated CO/MLCO/MLRO for several of the Jersey Regulated/Collective Investment Funds/Non-Collective Investment Funds/Jersey Private Funds that the...
-
Client Compliance Officer
4 weeks ago
St Helier, United Kingdom Apex Group Full timeClient Compliance Officer Location: St. Helier, Jersey Date Posted: Aug 8, 2023 **Description** The Apex Group is looking for an experienced Client Compliance Officer. This full-time role is based in Saint Helier and offers a favourable salary and benefits. The Client Compliance Officer role will act as a nominated CO/MLCO/MLRO for several of the Jersey...
-
Client Compliance Officer, Mlro
4 weeks ago
St Helier, United Kingdom Apex Group Full timeClient Compliance Officer, MLRO & MLCO Location: St. Helier, Jersey Date Posted: Feb 17, 2023 **Description** We’re looking for a Client Compliance Officer, MLRO & MLCO to join our growing Client Compliance team. You’ll act as the nominated Compliance Officer, Money Laundering Compliance Officer and the Money Laundering Reporting Officer for the...
-
Client Compliance Officer
4 weeks ago
St Helier, United Kingdom Apex Group Full timeClient Compliance Officer Location: St. Helier, Jersey Date Posted: May 15, 2023 **Description** **Client Compliance Officer** **Role Location**:Jersey**Employment Type**: Full time, PermanentThe Client Compliance Officer role is to act as a nominated CO/MLCO/MLRO for a number of the Jersey Regulated/ Collective Investment Funds/Non Collective Investment...
-
Business Support Officer
2 days ago
St. Alphege, United Kingdom Solihull Metropolitan Borough Council Full timeJob Introduction Solihull’s Children’s Service Business Support Unit are looking to recruit two enthusiastic and motivated Business Support Officers to join our friendly teams. We currently have vacancies within our Integrated Front Door and Family Support Team, and our Safeguarding and Support Team. Located in our modern offices at the Bluebell...
-
Senior Client Officer
4 weeks ago
St Helier, United Kingdom Apex Group Full timeSenior Client Officer - Private Client & Family Office Location: St. Helier, Jersey Date Posted: Feb 17, 2023 **Description** **Department**: Private Clients & Family Office **Employment Type**: Permanent, Full Time **Role & Key Responsibilities**: To provide trust and company administration services, including proactive client contact in a professional...
-
Case Management Specialist
6 days ago
St. Asaph, United Kingdom Betsi Cadwaladr University Health Board Full timeOur vision is to become a leading People Service in NHS Wales. We have recently established a central Health Board Case Management team to ensure our employee relations cases are managed fairly, compassionately and consistently. Our team Employment Relations specialists will provide expert advice and support to managers and staff across our Health Board,...
-
Trust Operations Specialist
2 days ago
St Helier, United Kingdom ubs Full timeJersey, United KingdomBusiness management, administration and support, Corporate services, infrastructure and facilities, Finance, Management and Business Support, Operations, Process, project and program managementGlobal Wealth ManagementJob Reference #294712BRCitySt. HelierJob TypeFull TimeYour roleAre you intrigued by the offshore trust industry? Do you...
-
Trust Operations Specialist
3 days ago
St Helier, United Kingdom ubs Full timeJersey, United Kingdom Business management, administration and support, Corporate services, infrastructure and facilities, Finance, Management and Business Support, Operations, Process, project and program management Global Wealth Management Job Reference # 294712BR City St. Helier Job Type Full Time Your role Are you intrigued by the...
-
Senior Compliance Support Officer
4 weeks ago
St Helier, United Kingdom Apex Group Full timeSenior Compliance Support Officer - AML & CFT Location: St. Helier, Jersey Date Posted: Feb 17, 2023 **Description** **The Role & Key Responsibilities**: - Assisting the HoC/MLCO with compliance policy and procedure (including departmental) reviews and updates. - Accurate preparation of reporting and key risk indicator information within agreed...
-
Head of Corporate Office
4 weeks ago
St. Asaph, United Kingdom Betsi Cadwaladr University Health Board Full timeThe Head of Corporate Office manages all corporate office arrangements to ensure the CEO’s Office operates efficiently and effectively in accordance with statutory regulations and that there is appropriate stewardship and corporate governance of the business of the Health Board across the whole organisation. The Head of Corporate Office will provide the...
-
Senior Client Officer
4 weeks ago
St Helier, United Kingdom Apex Group Full timeSenior Client Officer - Corporate Services Location: St. Helier, Jersey Date Posted: Feb 17, 2023 **Description** **Department**: Corporate Services **Employment Type**: Permanent, Full Time **Summary of role** You will be a member of a team within our corporate services group that specialises in the provision of corporate services to regulated funds...
-
Board Services Co-ordinator
3 weeks ago
St. Austell, United Kingdom Ocean Housing Full timeThe Board Services Co-ordinator is an exciting new role within our new Executive Services Team providing services to the Executive Group, the Boards and Committees. They will also liaise with external stakeholders and tenants communicating with the Boards, Committees and Executive Group. The role is offered as a part time position working 30 hours per week...
-
Administrator, Funds
4 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: - Perform a wide variety of Corporate administration tasks accurately and in a timely...
-
Administrator, Funds
4 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: - Perform a wide variety of Corporate administration tasks accurately and in a timely...
-
Team Support, Client Operations
4 weeks ago
St. Helier, United Kingdom ASL Full time**Job type**: - Permanent**Emp type**: - Full-time**Industry**: Trust and Company **Location**: - St Helier, JE**Job published**: - 20-03-2024**Job ID**: - 35783**Team Support, Client Operations** An exciting opportunity to work for an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the...
-
Trainee Officer
4 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description - IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks accurately...
-
Debtor Remediation Officer
7 days ago
St Helier, United Kingdom Apex Group Full timeDebtor Remediation Officer Location: St. Helier, Jersey Date Posted: Mar 17, 2023 **Description** **Debtor Remediation Officer** **Role Location**: **Jersey, Channel Islands** - This is a fixed term contract for **6 months.** **Role purpose**: - Provide support to Director Client Services producing KPI’s and management information, data analysis,...
-
Senior Officer, Reviews
4 weeks ago
St Helier, United Kingdom IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: You'll be a key member of our Review team, creating value and making a difference to our...