Client Onboarding Specialist

1 semana atrás

São Paulo, Brasil UBS Tempo inteiro

Brazil
- Operations
- Investment Bank

**Job Reference #**
- 327981BR

**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
- 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 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.

**Join us**
- At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

**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.

  • Key Client Onboarding Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil beBeeClient Tempo inteiro

    Key Client Onboarding Specialist We are seeking a highly organized and proactive Key Client Onboarding Specialist to lead the onboarding process for new clients. This role requires close collaboration with sales, legal, and finance teams to ensure a smooth and efficient activation of contracts. Coordinate the end-to-end onboarding process for direct clients;...

  • SMB Onboarding Specialist

    4 semanas atrás

    São Paulo, São Paulo, Brasil Go-To Tempo inteiro

    SMB Onboarding Specialist page is loaded## SMB Onboarding Specialistlocations: Remote (Brazil)time type: Full timeposted on: Posted Todayjob requisition id: R **Job Description****Where you'll work**: São Paulo, Brazil (Remote).**Customer Care and Success at GoTo**We believe in making IT easy. By delivering solutions that make it easy to securely...

  • Ib Client Onboarding Specialist

    3 semanas atrás

    São Paulo, São Paulo, Brasil UBS Tempo inteiro

    Brazil- Operations- Investment Bank**Job Reference #**- BR**City**- Sao Paulo**Job Type**- Full Time**Your role**- Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?- In Group Operations we are the experts in how the firm operates. Our vision is to always enhance the client...

  • Onboarding Specialist

    Há 6 dias

    São José dos Campos, Brasil edrone Tempo inteiro

    Do you want to become a key figure in the **onboarding of new customers**? At edrone, we are looking for individuals who will join our **Customer Support** team as **Onboarding Specialist** with a passion for the task. If you are interested in eCommerce and feel inclined towards building customer relationships, and would like to contribute to their initial...

  • Expert Onboarding Professional

    1 semana atrás

    São Paulo, Brasil Keeta Tempo inteiro

    3pl Onboarding Specialist About the Role: We are seeking an experienced professional to manage the end-to-end onboarding process for 3PL partners. Key Responsibilities: Collaborate with cross-functional teams to ensure partner materials meet regulatory requirements Develop and maintain onboarding standard operating procedures (SOPs), identifying process...

  • Onboarding Specialist

    Há 4 dias

    São José dos Campos, Brasil edrone Tempo inteiro

    Do you want to become a key figure in the **onboarding of new customers**? At edrone, we are looking for individuals who will join our **Customer Support** team as **Onboarding Specialist** with a passion for the task. If you are interested in eCommerce and feel inclined towards building customer relationships, and would like to contribute to their initial...

  • Onboarding Specialist

    2 semanas atrás

    São José dos Campos, Brasil edrone Tempo inteiro

    Do you want to become a key figure in the **onboarding of new customers**? ️ At edrone, we are looking for individuals who will join our **Customer Support** team as **Onboarding Specialist** with a passion for the task. If you are interested in eCommerce and feel inclined towards building customer relationships, and would like to contribute to their...

  • Onboarding Specialist

    3 semanas atrás

    São José dos Campos, São Paulo, Brasil edrone Tempo inteiro

    Do you want to become a key figure in the **onboarding of new customers**? At edrone, we are looking for individuals who will join our **Customer Support** team as **Onboarding Specialist** with a passion for the task. If you are interested in eCommerce and feel inclined towards building customer relationships, and would like to contribute to their initial...

  • Especialista em Onboarding de Clientes

    4 semanas atrás

    São Paulo, São Paulo, Brasil Solutta - Consultoria, Terceirização e Tecnologia Tempo inteiro

    Responsabilidades: Conduzir o processo de onboarding de clientes, garantindo uma integração fluida e eficaz. Orientar os clientes sobre o uso adequado do produto/serviço, resolvendo dúvidas e problemas de forma proativa. Utilizar ferramentas de onboarding e CRM para acompanhar o progresso dos clientes durante o processo de integração. Desenvolver...

  • Expert Onboarding Professional

    1 semana atrás

    São Paulo, Brasil Keeta Tempo inteiro

    3pl Onboarding Specialist About the Role: We are seeking an experienced professional to manage the end-to-end onboarding process for 3PL partners. Key Responsibilities: Collaborate with cross-functional teams to ensure partner materials meet regulatory requirements Develop and maintain onboarding standard operating procedures (SOPs), identifying process...