Client Onboarding Specialist
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Location
In office (Australia)
Confirmed on the employer's own hiring board on Nov 12, 2026. First seen by Alion on Nov 12, 2026. UBS scores A on the Alion truth index.
Overview
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UBS is a Swiss bank headquartered in Zurich and one of the largest wealth managers in the world, serving wealthy private clients, companies and institutions. It runs global wealth management, personal and corporate banking in Switzerland, asset management and an investment bank, and took over Credit Suisse in 2023. The present UBS was formed in 1998 by the merger of Union Bank of Switzerland, whose roots go back to 1862, and Swiss Bank Corporation, and it is listed on the SIX Swiss Exchange and the New York Stock Exchange.
Backed by Blue Lion
Global Wealth Management
Are you incredibly organized with an eye for detail?Do you like working with colleagues across the organization and are you good with stakeholder management?
Are you passionate about delivering best in class client experience?
We're looking for a Client Onboarding Specialist to help us:
- Act as a single point of contact and case manager for Front Office onboarding requests
- Provide pre-onboarding advisory to Relationship Managers to get it right first time
- Review CID, KYC and SoW requirements, minimizing errors, rework, and rejection rates
- Independently review account opening documents and SoW write-ups across account types
- Escalate higher-risk matters and regulatory questions to Financial Crime Compliance for sign-off
• Own procedures, deliver training, and drive digitization and continuous process improvements
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