UBS

Client Onboarding Specialist (Temporary for 12 months)

UBS

Zürich, Switzerland
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about building strong relationships with clients and providing exceptional service? Do you thrive in a fast-paced, dynamic environment? If so, we have an exciting opportunity for you to join our team as a Client Onboarding Specialist at UBS. This is a temporary position for 12 months, where you will have the chance to work with a diverse group of clients and play a crucial role in ensuring their onboarding experience is seamless and efficient. We are looking for a highly motivated and detail-oriented individual with excellent communication skills and a strong understanding of financial services. If this sounds like you, we invite you to apply and become a part of our talented team at UBS.

  1. Establish and maintain strong relationships with clients to ensure their satisfaction and ongoing business with the company.
  2. Act as the primary point of contact for clients during the onboarding process, providing timely and accurate updates and addressing any concerns or questions.
  3. Collaborate with various departments within the company to ensure a smooth and efficient onboarding experience for clients.
  4. Conduct thorough and accurate client data entry and documentation in accordance with company policies and procedures.
  5. Proactively identify and resolve any issues or roadblocks during the onboarding process to ensure timely completion.
  6. Communicate effectively with clients, colleagues, and management to provide updates and escalate any issues as necessary.
  7. Stay updated on industry trends and changes in regulations to ensure compliance and provide accurate information to clients.
  8. Assist with training and mentoring new team members to ensure consistency and quality in client onboarding processes.
  9. Maintain confidentiality and handle sensitive information with discretion.
  10. Continuously evaluate and improve processes to enhance the client onboarding experience and increase efficiency.
  11. Prioritize and manage a high volume of client onboarding requests while maintaining a high level of accuracy.
  12. Represent the company in a professional and positive manner, promoting its values and maintaining its reputation.
Where is this job?
This job is located at Zürich, Switzerland
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients And Internal Stakeholders.

  • Strong Understanding Of Regulatory Requirements And Compliance Procedures.

  • Minimum Of 2 Years Of Experience In Client Onboarding Or A Similar Role In The Financial Services Industry.

  • Proficiency In Microsoft Office And Experience With Client Onboarding Systems And Databases.

Required Skills
  • Communication

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Relationship Management

  • Teamwork

  • Organization

  • Analytical

  • Problem-Solving

  • Adaptability

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Onboarding Specialist (Temporary for 12 months) in Zürich, Switzerland is between CHF 50,000 and CHF 70,000 per year. This can vary depending on factors such as the specific company, experience level, and education of the individual. Additional benefits such as bonuses and healthcare may also be included in this salary range.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesGerman
Job PostedApril 22nd, 2025
Apply BeforeJuly 8th, 2026
This job posting is from a verified source. 
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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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