Client Onboarding Specialist Connectivity Integration and Solutions

UBS • New York, NY

1d • $77,000 - $96,000

About The Position

UBS is seeking a Client Onboarding Specialist to join our Global Markets Clearing team within the Integrated Client Lifecycle Services (ICLS) function, which is part of Group Operations. You will support post trade automation and integration for our global client base across Exchange Traded Derivatives (ETD) and Cleared OTC (cOTC) products. Your focus will be on delivering seamless client connectivity, designing workflows, and implementing end to end solutions for trade confirmation and reporting using secure technologies such as SWIFT, FIX, and SFTP. You will collaborate with internal teams and external vendors to ensure timely, accurate integration and continuous improvement. Detailed salary information: • New York: the salary range for this role is $77000 to $96000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentivepensation. For benefits information, please visit ubs/usbenefits. You'll work within ICLS (part of Group Operations), partnering with Sales, CRM, Onboarding, COO, and IT teams, as well as third party vendors. This role involves direct client consultancy through on site visits, face to face meetings, and virtual channels, ensuring high quality onboarding and connectivity solutions.

Requirements

• Bachelor's degree required.
• Ideally 3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred).
• Excellentmunication skills (verbal and written) and professional client facing attitude.
• Ability to build rapport with internal and external stakeholders across diverse roles.
• Proven ability to work with external clients and vendors and build strategic relationships to support connectivity and integration goals.
• Experience in client project management, including planning, coordination, and delivery of onboarding and connectivity initiatives.
• Resilient in a fast paced, high pressure environment; self starter with strong prioritization skills.
• Ability to provide technical training to staff.
• Strong analytical skills and proficiency with Excel formulas; high attention to detail.
• Knowledge of clearing processes and technical understanding of industry-standard messaging formats (e.g., SWIFT, FIX).
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Lead client consultancy sessions (on site and remote) and manage design and prioritization of new interfaces across ETD and cOTC client base.
• Design workflows using Point, Confluence, and d mailboxes.
• Provide direction to Sales, CRM, Onboarding, COO, and IT for connectivity solutions.
• Implement end to end solutions for trade confirmation and client reporting using SWIFT, FIX, and SFTP.
• Build integrations with third party vendors and maintain documentation of all new functionality and data flows.
• Educate team members on new functionality and provide reporting to senior management.
• Drive continuous improvement across all functions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees