Client Onboarding Analyst

Há 4 dias

São Paulo, Brasil UBS Tempo inteiro

Brazil
- Operations
- Investment Bank

**Job Reference #**
- 319976BR

**City**
- Sao Paulo

**Job Type**
- Full Time

**Your role**
- Are you well organized with an eye for detail? Do you know how to take care of business ?

We’re looking for a Client Onboarding Analyst to:

- perform client onboarding, renewals and offboarding in accordance with Business Line requirements.
- work across teams and functions to get the best solution or course of action.
- create relationships across UBS to gather, share and leverage solutions for our clients.
- ensure compliance with legal, regulatory, and statutory requirements and with internal policies and contracts.

**Your team**
- You’ll be working in the Integrated Client Lifecycle Services team based in Sao Paulo, Brazil. We are responsible for Client Lifecycle processes in UBS and all regulatory requirements related to them.

**Your expertise**
- previous work experience in client documents and KYC processes, B3, SINACOR and SINCAD processes.
- previous work experience in give up agreements, investments funds, and investment managers.
- PQO Certification (Cadastro).
- ideally advanced English
- great communication skills, with the ability to communicate appropriately at all levels in the organization
- organized and detail oriented

**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.

  • KYC Client Onboarding Analyst

    3 semanas atrás

    São Paulo, São Paulo, Brasil Macquarie Group Tempo inteiro

    Join us to apply for the KYC Client Onboarding Analyst role at Macquarie Group . Join our Commodities and Global Markets team in Sao Paulo, Brazil, as a KYC Client Onboarding Analyst. The analyst will provide concierge-style support to our sales and marketing staff, responsible for all client onboarding and lifecycle management activities. The sales staff...

  • Client Onboarding Analyst

    4 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    BrazilOperationsGlobal Wealth Management**Job Reference #**251525BR**City**Sao Paulo**Job Type**Full Time**Your role**Are you keen to actively contribute to the onboarding workflow and client lifecycle? Do you have a client service orientation and high risk awareness?We're looking for a Onboarding and KYC Analyst to:- be part of our client lifecycle...

  • KYC Client Onboarding Analyst

    3 semanas atrás

    São Paulo, São Paulo, Brasil Macquarie Bank Limited Tempo inteiro

    Join our Commodities and Global Markets team in Sao Paulo, Brazil, as a KYC Client Onboarding Analyst. The KYC Client Onboarding Analyst will provide concierge-style support to our Sales and Marketing staff, responsible for all client onboarding and lifecycle management activities. The sales staff will rely on you for process updates, knowing that the...

  • Client Onboarding Analyst

    1 semana atrás

    Sao Paulo, Brasil UBS Tempo inteiro

    Brazil Operations Global Wealth Management **Job Reference #** 251525BR **City** Sao Paulo **Job Type** Full Time **Your role** Are you keen to actively contribute to the onboarding workflow and client lifecycle? Do you have a client service orientation and high risk awareness? We’re looking for a Onboarding and KYC Analyst to: - be part of our...

  • Senior Business Intelligence Specialist

    Há 4 dias

    São Paulo, São Paulo, Brasil beBeeDataAnalysis Tempo inteiro R$89.240 - R$116.960

    Client Onboarding Data AnalystWe are seeking an experienced data analyst to join our team.Key Responsibilities:Produce periodic reports, develop metrics, and run controls to support global Client Onboarding activities.Work with internal partners and report to managers in a global team environment.

  • Client Onboarding Analyst

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Operations- Investment Bank**Job Reference #**- 319976BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Are you well organized with an eye for detail? Do you know how to take care of business ?We're looking for a Client Onboarding Analyst to:- perform client onboarding, renewals and offboarding in accordance with Business Line requirements.-...

  • Driving Efficiency in Client Onboarding

    2 semanas atrás

    São Paulo, São Paulo, Brasil beBeeAnalytics Tempo inteiro R$45.000 - R$85.000

    Our Mission in a Nutshell:We're committed to bringing passion and customer focus to our business operations.Job Overview: We seek a highly organized and proactive Sales Operations Analyst to lead the client onboarding process for new clients and advertisers.This role involves working closely with sales, legal, and finance teams to ensure seamless contract...

  • Onboarding Process Specialist

    Há 5 dias

    São Paulo, São Paulo, Brasil beBeeOperations Tempo inteiro R$30.000 - R$60.000

    Job DescriptionAs a Sales Operations Analyst, you will play a pivotal role in streamlining the onboarding process for new clients and advertisers. Your primary responsibility will be to coordinate the end-to-end onboarding experience, ensuring seamless integration with internal teams and external stakeholders.The ideal candidate will possess strong...

  • Client Onboarding Analyst Pleno

    2 semanas atrás

    São Paulo, São Paulo, Brasil Nuvemshop Tempo inteiro

    Overview Nosso time de Onboarding A Nuvem Envio é a unidade de negócio da Nuvemshop dedicada a oferecer, de forma simples e acessível, soluções logísticas tão competitivas quanto as dos grandes marketplaces, permitindo que nossos clientes tenham uma operação eficiente em seus próprios sites. Com forte atuação no Brasil e expansão para outros...

  • Client Onboarding Analyst Pleno

    2 semanas atrás

    São Paulo, São Paulo, Brasil Nuvemshop Tempo inteiro

    OverviewNosso time de OnboardingA Nuvem Envio é a unidade de negócio da Nuvemshop dedicada a oferecer, de forma simples e acessível, soluções logísticas tão competitivas quanto as dos grandes marketplaces, permitindo que nossos clientes tenham uma operação eficiente em seus próprios sites. Com forte atuação no Brasil e expansão para outros...