ICLS - Client Onboarding - Engagement Specialist

UBS•Nashville, TN

11d

About The Position

Are youanized and detail oriented? Do you see opportunity when faced with a challenging problem, and are you willing to deep dive to identify solutions and deliver results? We're looking for someone like this to: •Be a project manager to onboard and integrate clients to UBS •have an understanding of account opening lifecycle and requirements to get an account opened •managepeting priorities and internal and external stakeholders •develop a deep understanding of UBS Investment Bank products and services •familiarize with various legal entity types, understand and articulate ownership chains andanizational structures of varyingplexity •understand requirements to bring clients onboard •be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements •rmend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services •appropriately escalate issues to management,pliance, and the business •appropriately handle sensitive and confidential information •Develop and maintain relationships with clients You will be part of the Investment Bank (IB) Client Engagement team. Our team plays an important role in the success of multiple lines of business and has a direct impact on the reputation of UBS. Our team offers a unique opportunity to build relationships across multiple IB functions and establish partnerships with internal credit, legal,pliance, and operations teams

Requirements

Ideally a Bachelor of Arts degree in Finance, Business, , and/or Economics
Ideally 3+ years of relevant experience, preferably working in financial services,pliance, or law
Ability to analyze client information and documentation to facilitate account opening
Exceptional written and verbalmunication
Knowledge of investment bank products and industry trends

Responsibilities

Be a project manager to onboard and integrate clients to UBS
Have an understanding of account opening lifecycle and requirements to get an account opened
Managepeting priorities and internal and external stakeholders
Develop a deep understanding of UBS Investment Bank products and services
Familiarize with various legal entity types, understand and articulate ownership chains andanizational structures of varyingplexity
Understand requirements to bring clients onboard
Be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
Rmend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
Appropriately escalate issues to management,pliance, and the business
Appropriately handle sensitive and confidential information
Develop and maintain relationships with clients