Client Onboarding Specialist – Global Banking

City

Raleigh

Job Type

Full Time

Country / State

United States - North Carolina

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’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 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.

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.