Global Banking Onboarding Specialist

City

Nashville, Raleigh

Job Type

Full Time

Country / State

United States - North Carolina, 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’ll be working with the Global Banking Onboarding KYC team. The team is front office/client-facing and you will be responsible for coordinating with clients for KYC documentation collection, analysis, and reviews to ensure the firm's ongoing compliance with AML policy.
This role also gives you the opportunity to build relationships with the client on-boarding team and UBS salespersons, covering both domestic and international client accounts. We operate as part of a cross-product team and help to support all functions in their timely execution of responsibilities. To be successful in this role you will need to be quick to learn the business, keen to develop new skills and have an enthusiastic and positive attitude. Good project management, communication, team skills are key.

Your expertise

4 year degree
• Ability to analyze client information and documentation to facilitate account opening
• Organizational skills, detailed oriented, motivated, and ability to work independently
• Have strong written and verbal communication skills
• Work well under pressure and ability to handle deadlines
• Time management skills and ability multitask
• PC proficient (MS Office) and extensive knowledge in online research
• Dedicated team player with a can-do attitude
• Troubleshoot and resolve issues in a timely manner
• Attention to detail with strong follow-up and good judgment

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.