Junior Data & Document Specialist
UBS
Poland
40 d. temu

Your role

Are you client-driven? Do you know how financial instruments work? We’re looking for someone like that who can :

Get trained in order to be able to handle and process Client Data

Verify correctness and completeness of Static Data request

  • Maintenance of client data
  • Be responsible for the life cycle of client information

    Update and communicate policies , processes and procedures concerning the unit

  • Investigations and support
  • Reply to investigation
  • Your team

    You’ll be working in the Operations Processing Team in Wrocław for Global Wealth Management and Asset Servicing department.

    You will be in close collaboration with all related departments and with the Operation Team based in Luxembourg. We are supporting global UBS Fund Services and Private Clients.

    You will be responsible for reviewing / collecting Documents and for opening / maintenance / closing of the accounts based on the documentation in UBS Online Banking System.

    Your main duties will be providing service for Client Advisors.

    Team is operating between 8 : 00am and 6 : 00pm (work on shift pattern).

    You have :

    a university degree Banking, Economics or Finance

    You are :

    totally focused on client service and team collaboration

    motivated, self-directed and committed

    fluent in English (knowledge of German and / or French would be an asset)

    About us

    Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions.

    That's what we do. And we do it for private and institutional clients as well as corporations around the world.

    We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

    What we offer

    Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment.

    We value your passion and commitment, and reward your performance.

    Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

    Why UBS?

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