Document & Data Specialist
Poland
Operations
Corporate Center
Job Reference #
205197BR
City
Wroclaw
Job Type
Full Time
Your role
Are you client-driven? Do you know how financial
instruments work? We’re looking for someone who
can:
– Act as a Subject Matter Expert for handling and
processing Static Data, and related products
– Verify correctness and completeness of Static
Data request
– Maintenance of client data
– Be responsible for the life cycle of client
information
– Prepare management reports
– 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 Wealth Management and
Asset Servicing department. You will be in close
collaboration with all departments and with the
operations team based in Luxembourg. We are
supporting global UBS Private Clients.
You will be responsible for review/collect Client
Documents and for open/maintenance/close Client
Static Data in UBS Online Banking System. Your
main duties will be providing service to Client
Advisors.
Team is operating between 8:00am and 6:00pm
(work on shift pattern).
Your expertise
You have:
– a university degree in Banking, Economics or
Finance and strong experience in a similar function
in the financial sector
– strong analytical skills
– compliance and legal knowledge
– great organizational skills
You are:
– totally focused on client service and team
collaboration
– motivated, self-directed and committed
– fluent in English (knowledge of German and/or
Swedish, French would be an asset)
– comfortable with IT systems
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?
Join us
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
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.