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 client lifecycle management (CLM) operating model and account opening and retirements process
- take the required actions to resolve queries and requests
- log any client complaints and feedback for escalation and remediation
- make sure that any risk issues or red flags are addressed

**Your team**

You’ll be working in the Onboarding team under Wealth Management Operations in Sao Paulo. We maintain relationships with key stakeholders globally including onshore and offshore locations. We see that all internal and external client queries relating to BAU are acknowledged and responded to in a timely and appropriate manner, including monitoring the responses provided by the production team. As a client onboarding specialist, you’ll play an important role in the client lifecycle management function.

**Your expertise**
- 2 to 4 years of experience with Onboarding and KYC and account opening services
- collaborator with a can-do attitude, able to quickly adapt within a changing environment
- bachelor degree in related area
- ideally advanced english

**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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