Client Onboarding Analyst

Há 6 dias


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.



  • 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...


  • Sao Paulo, Brasil Ebury Tempo inteiro

    Ebury is a hyper-growth FinTech firm, named in 2021 as one of the top FinTechs to work for by Glassdoor and AltFi. We offer a range of products including FX risk management, trade finance, currency accounts, international payments and API integration.**Senior KYC Onboarding Analyst****Location: Ebury São Paulo office - 4 days a week office based...


  • Sao Paulo, Brasil Shell Tempo inteiro

    **The Role**:**Counterparty Onboarding Analyst****What is the role?**Trading & Supply (T&S) has a heavy focus on compliance and KYC (Know your Customer)/financial crime remains a top focus area coming year. Counterparty on boarding, as well as remediation projects and reviews of existing counterparts are led by the Compliance department/Financial Crime Team...


  • Sao Paulo, Brasil Shell Tempo inteiro

    **The Role**:**Counterparty Onboarding Analyst****What is the role?**Trading & Supply (T&S) has a heavy focus on compliance and KYC/financial crime remains a top focus area coming year. Counterparty on boarding, as well as remediation projects and reviews of existing counterparts are led by the Compliance department/Financial Crime Team in partnership with...


  • Sao Paulo, Brasil Bank of America Tempo inteiro

    Client Onboarding Operations searches for an Client Onboarding Operations Senior (Officer/AVP) **Responsibilities**: - Supports bank’s clients and account setup across FF&O; - Responsible to offer premium Client Onboarding Services, dealing with multiple requests, areas and manage expectation with our internal and external clients; - Up to date market...


  • Sao Paulo, Brasil Bank of America Tempo inteiro

    Client Onboarding Operations searches for an Client Onboarding Operations Senior (Officer/AVP)**Responsibilities**:- Supports bank’s clients and account setup across FF&O;- Responsible to offer premium Client Onboarding Services, dealing with multiple requests, areas and manage expectation with our internal and external clients;- Up to date market...


  • Sao Paulo, Brasil UBS Tempo inteiro

    Brazil - Business management, administration and support - Group Functions **Job Reference #** - 294982BR **City** - Sao Paulo **Job Type** - Full Time **Your role** - Are you an analytical person? Would you like to help us enhance our client experience, now and for the future? - We’re looking for a analyst to: - This role will be focused on...


  • Sao Paulo, Brasil Neogrid Tempo inteiro

    **Nós aqui da Neogrid estamos em busca de pessoas que tenham interesse, proatividade para aprender, e, principalmente, queiram contribuir com esta evolução em soluções tecnológicas!****Buscamos pessoas com muita garra, brilho nos olhos, que goste de se comunicar e com muito bom humor!****Se você tem uma postura proativa para resolução de problemas,...

  • Client Onboarding Analyst

    2 semanas atrás


    Sao Paulo, Brasil Itaú Tempo inteiro

    Modelo de trabalho: Híbrido Competências: Atitude de dono, Capacidade analítica, Colaboração, Comunicação escrita, Comunicação verbal, Foco em resultados, Foco na performance, Foco no cliente, Gestão de risco, Indignação construtiva, Lidar com pressão, Motivação em aprender coisas novas, Organização, Paixão por desafios, Proatividade,...

  • Sucesso do Cliente

    1 semana atrás


    São Paulo, Brasil Gabriel Tempo inteiro

    A Gabriel é uma startup de tecnologia com um grande propósito: devolver o direito às ruas para todos os brasileiros e brasileiras. Como? Desenvolvendo tecnologia 100% nacional para criar cidades mais inteligentes, seguras e justas. Acreditamos que segurança é um direito de todos, e estamos aqui para tornar isso realidade! Instalamos câmeras...