Client Cash Management Specialist
Job Description
Your role
We're looking for a Client Cash Management & Disbursements Keylink Core Processing Specialist to:
• establish yourself as a trusted partner for existing clients• answer clients' questions about things like day-to-day use of our platform and the investment process• facilitate smooth onboarding and training for new users• act as the point of contact between clients and our technical support and development team• identify and recommend ways to improve processes, reduce risks, strengthen controls• commit to a culture of continuous improvement centered on client service
Your team
You'll be working in the Global KeyLink Services team in the US, in close collaboration with the other two regions located in Switzerland and Singapore .
We work closely with front to back office colleagues globally to manage internal and external client queries, like trade allocations, confirmation exceptions and account opening, payments, securities and connectivity. Our key objective is to deliver excellent client services with continuous improvement on process efficiency and risk control.
Your expertise
• previous client services experience, within the financial services industry.• passion for dealing with clients, strong numerical skills and an understanding of Microsoft products.• good presentation skills, capable of presenting our products and services to our clients, on site or conference calls.• good understanding of payments and securities settlement flows.• great communicator, able to build, maintain and enhance relationships at all levels.• comfortable working with internal and external clients • proven ability to improve processes, reduce risks or increase customer satisfaction (you're a keen observer and problem solver)
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.
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.
Date Posted
04/14/2024
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8
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