Client Onboarding Specialist

City

Nashville

Job Type

Full Time

Country / State

United States - Tennessee

Function Category

Operations

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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 the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.