Client Onboarding Specialist, Workplace Wealth Solutions

Welcome to UBS, where we empower individuals and businesses to reach their financial goals. We are currently seeking a highly motivated and dedicated Client Onboarding Specialist to join our Workplace Wealth Solutions team. In this role, you will play a crucial role in providing exceptional service to our clients, helping them navigate the onboarding process and ensuring a seamless experience. We are looking for someone who is passionate about building relationships, has a keen eye for detail, and thrives in a fast-paced and dynamic environment. If you are someone who is driven, organized, and has a strong understanding of financial services, we encourage you to apply for this exciting opportunity.

1. Conduct client onboarding process: This includes gathering necessary information and documentation from clients, verifying their identity, and completing all required paperwork accurately and efficiently.
2. Serve as main point of contact: Act as the primary point of contact for clients during the onboarding process, addressing any questions or concerns they may have and providing timely updates on the status of their account.
3. Build relationships: Develop and maintain strong relationships with clients, fostering trust and confidence in our services and offerings.
4. Ensure compliance: Adhere to all regulatory and compliance requirements throughout the onboarding process, ensuring all necessary documentation and procedures are followed.
5. Provide exceptional customer service: Deliver exceptional customer service to clients, going above and beyond to ensure a positive and seamless onboarding experience.
6. Collaborate with team members: Work closely with other team members, such as financial advisors and client service associates, to ensure a cohesive and efficient onboarding process.
7. Stay up-to-date on industry knowledge: Continuously expand knowledge and understanding of financial services, products, and regulations to better assist clients and provide accurate information.
8. Identify opportunities: Proactively identify opportunities to improve the onboarding process and provide suggestions for enhancing the client experience.
9. Maintain records: Maintain accurate and up-to-date records of all client interactions and transactions, ensuring confidentiality and security at all times.
10. Uphold company values: Uphold the values and mission of the company in all interactions with clients, colleagues, and partners.
11. Meet performance targets: Meet or exceed performance targets set by the company, including but not limited to client satisfaction, efficiency, and accuracy metrics.
12. Participate in training and development: Take part in ongoing training and development opportunities to enhance skills and knowledge related to the role and the financial services industry.
13. Adapt to change: Adapt to changes in processes, procedures, and technology to ensure efficiency and effectiveness in the onboarding process.
14. Represent UBS: Act as a representative of U

According to JobzMall, the average salary range for a Client Onboarding Specialist, Workplace Wealth Solutions in New Jersey, USA is between $60,000-$80,000 per year. This may vary depending on the specific company, experience level, and additional skills and qualifications of the individual. Additionally, bonuses and benefits may also be included in the overall compensation package.

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.