Client Onboarding Specialist, Workplace Wealth Solutions
UBS
Are you driven to provide effective corporate solutions to drive new and retain existing corporate relationships? Do you have a strong aptitude for process and controls? Do you enjoy the challenge of working with different teams within an organization to drive them all to a common goal of strong client satisfaction? We're looking for someone like you who can:
• become proficient in the understanding and ability to implement new clients on our equity and financial wellness platforms
• develop hands-on knowledge of all UBS equity systems and implementation procedures
• manage multiple client implementation and corporate action project plans, ensuring steps are completed timely while managing client expectations
• work collaboratively with internal Technology, Operations and Call Center teams
• lead weekly client aligned implementation meetings
• participate in internal implementation team meetings as well as WWS meetings
• become proficient in the understanding and ability to implement new clients on our equity and financial wellness platforms
• develop hands-on knowledge of all UBS equity systems and implementation procedures
• manage multiple client implementation and corporate action project plans, ensuring steps are completed timely while managing client expectations
• work collaboratively with internal Technology, Operations and Call Center teams
• lead weekly client aligned implementation meetings
• participate in internal implementation team meetings as well as WWS meetings
Confirm your E-mail: Send Email
All Jobs from UBS