UBS is looking for a highly motivated and experienced Client Onboarding Specialist to join our innovative and rapidly growing team. The ideal candidate should possess a strong understanding of the client onboarding process, with a proven ability to effectively collaborate with internal and external stakeholders to ensure a smooth and successful onboarding experience.We are looking for someone with excellent customer service skills, strong attention to detail, and the ability to handle multiple tasks while meeting strict deadlines. The successful candidate will also need to have a natural aptitude for problem solving, possess a minimum of a Bachelor’s Degree in Business or Finance, and have a minimum of three years of relevant experience working in a client onboarding or customer service role.If you have the qualifications, passion and commitment to join our team, we would love to hear from you!
Responsibilities:
- Manage and oversee the entire client onboarding process, ensuring that all tasks and deadlines are met in a timely and efficient manner.
- Establish and maintain strong relationships with internal and external stakeholders to ensure a successful onboarding experience.
- Provide excellent customer service while handling multiple customer inquiries and requests.
- Utilize problem solving skills to identify and resolve any issues that may arise during the onboarding process.
- Maintain accurate records of all onboarding activities.
- Ensure all required documentation is up to date and compliant with applicable laws and regulations.
- Monitor and evaluate the effectiveness of the onboarding process and make necessary adjustments.
- Stay abreast of the latest industry trends and developments.
- Liaise with other departments to ensure a smooth and seamless onboarding experience.
Excellent Customer Service Skills
Strong Interpersonal And Communication Skills
Ability To Work Independently And In A Team Environment
Ability To Work Under Pressure And Meet Deadlines
Prior Experience In Client Onboarding And/Or Kyc/Aml
Knowledge Of Financial Regulatory Requirements
Proficient In Ms Office And Database Management
A Bachelor's Degree In Finance Or Related Field
Documentation
Project Management
Financial Planning
Data Analysis
Communication
Product knowledge
Problem Solving
Negotiation
Relationship Building
Risk assessment
Process optimization
Regulatory compliance
Client Interaction
Sales Techniques
Technology Utilization
Communication
Conflict Resolution
Leadership
Negotiation
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Onboarding Specialist in Nashville, TN, USA is between $50,000 and $78,000 per year. This range may vary depending on the experience of the individual as well as the industry and size of the organization they are employed by.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started