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location iconLocations: Wrocław
level iconLevel: specialist
Data & Document Specialist – Credit Admin & Tax Reporting

Data & Document Specialist – Credit Admin & Tax Reporting



Corporate Center

Job Reference #




Job Type

Full Time

Your role

Are you well organized with an eye for detail? Do you have a high client service orientation and risk awareness? We’re looking for someone like that to:
- handle preparation of bespoke credit documentation for: multi option facilities, including collateral loans; FX, futures & options; Jersey combined facilities; FX DAC London and Jersey; guarantee facilities; offshore bonds
- review executed London and Jersey credit documentation and set up credit facilities within UBS internal systems
- charge commission for external guarantees issued and quarterly guarantee fees; as well as maintain general facility updates & amendments
- manage and process Individual Saving Account subscriptions
- set up the client’s tax static data for Capital Gains Tax and Individual Saving Account (ISA) purposes
- provide excellent customer service and support to client advisors
- capture client static data based on client and front office documentation
- prepare and submit tax documentation within statutory deadlines and ensure processes are aligned to Her Majesty’s Revenue and Custom (HMRC) legal regulations
- check and prepare various tax reports
- monitor tax processes and controls
- manage clients’ charitable donations and make claims to HMRC
- ensure high quality and timely delivery of all tasks
- provide excellent customer service and support to client advisors
- contribute to continuous improvement of processes and services

Your team

You’ll be working in the Securities Processing & Client Administration team in Wroclaw. We deliver outstanding service to the Wealth Management UK business and ensure client satisfaction is on the highest level. We also drive improvements to the overall client experience by working with other areas of the Bank to ensure a seamless service. Working hours fall between 08:00am and 06:30pm (work on shift pattern).

Your expertise

You have:
- experience in the finance & banking area
– university degree
– strong communication, influencing and relationship building skills
– excellent attention to detail and accuracy
- ability to analyze and interpret large amounts of data and complex information.

You are:
– motivated, self-directed and driven as well as adaptable and able to work across teams and functions
– solution driven and able to go an extra mile to get things done
– comfortable working independently, as well as in a team-oriented, collaborative environment
– fluent in English, both spoken and written
– keen to serve the client through a team approach, drawing upon the know-how of other specialists but also reliable when working independently, with sound judgement for when to escalate issues.

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.

Data & Document Specialist – Credit Admin & Tax Reporting | UBS - Experienced professionals - job boards

Please submit your application in English

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."

This job is no longer available

Recruitment process for this position has ended.

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