Client Service Specialist - Asset Management

United Kingdom

Business management, administration and support

286137BR

London

Full Time

Are you keen to be part of a fast growing sales team? Are you willing to learn? Do you like being part of a close, collaborative team?
We’re looking for a Client Service Specialist to:

• support Head of UK Wholesale Client Service to maintain existing client relationships regarding all account management related matters and act as her back-up when away
• be responsible for managing client onboarding/offboarding and client life cycle events, contract review and service level agreements
• do account openings for Offshore Lux and Irish Funds
• be responsible for client-related services (ie. Billing, client reporting, Solvency II, DCPT)
• be responsible for client-related tasks/processes including periodic KYC reviews for clients and entering documentation onto Fenergo and ClientPoint as appropriate
• be part of a Pan Europe Client Service team to share experiences, enhance and improve client-related processes centrally and support onboarding for European Platforms. Assist other locations during holiday absences
• be part of the UK Wholesale team, being a team player and helping out as and when required. Assist with queries that come through directly and through Brokerdesk
• take responsibility for KPCi testing and reporting

You’ll be working in the UK Wholesale team in London, a team focused on raising assets from Wholesale clients, for the UBS AM franchise. We are responsible for selling a variety of different investment solutions to our clients, ranging from single strategy sales in everything from long only equity to private markets, through to multi-asset solutions and strategic partnerships. As a Client Service Specialist, you’ll play an important role in both onboarding new clients and servicing existing relationships, playing a pivotal part in the sales and relationship management process.
We have a collaborative and fun team culture, focused on our collective goal to raise money for the firm. No two days are the same and the team pride themselves on having fun along the way.

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.