Description

Job Reference #
327912BR

Business Divisions
Investment Bank

Your role
Are you organized 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
•manage competing 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 and organizational structures of varying complexity
•understand requirements to bring clients onboard
•be an active risk manager, recognize the factors that impact client risk rating and due diligence requirements
•recommend, develop, and implement solutions to support continuous improvement of our processes, procedures, and services
•appropriately escalate issues to management, compliance, and the business
•appropriately handle sensitive and confidential information
•Develop and maintain relationships with clients

Title
ICLS - Client Onboarding - Engagement Specialist

City
Nashville

Job Type
Full Time

Country / State
United States - Tennessee

Function Category
Operations

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.

Your team
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, compliance, and operations teams

Your expertise
•ideally a Bachelor of Arts degree in Finance, Business, , and/or Economics
•ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law
•ability to analyze client information and documentation to facilitate account opening
•exceptional written and verbal communication
•knowledge of investment bank products and industry trends

About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.



Requisition #: 327912BR

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