Client Onboarding Specialist – Global Banking

City

Nashville, Raleigh

Job Type

Full Time

Country / State

United States - North Carolina, 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’ll be part of the Client Onboarding team based in Raleigh, North Carolina, aligned with the Investment Bank. Our team supports Global Banking transactions across multiple products and serves as part of the First Line of Defense, responsible for the KYC due diligence required for the initial onboarding of client relationships.

Your expertise

We are looking for someone with:
• Bachelor’s degree, preferably in Finance, Business, Economics, or a related field.
• Ideally 1-3 years of prior experience in client onboarding, KYC/AML, or financial services operations (preferred)
• Strong interpersonal and communication skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Client-centric mindset with strong attention to detail
• Ability to analyze documentation and problem-solve effectively
• Proficiency in Microsoft Office and willingness to learn internal systems and tools

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.

Salary information

US Only: The expected salary range for this role is $57500 to $72500 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.