Client Account Manager

About the Role

The Client Account Manager role at UBS is focused on processing client orders including stock orders, foreign exchange, loans and deposits. The position involves acting as the direct contact for daily banking activities and administrative work, managing client transactions, inquiries, troubleshooting, account maintenance, and ensuring compliance with regulatory standards.

Responsibilities

• Process client orders for stocks, FX, loans, and deposits
• Manage daily client banking activities and administrative tasks
• Handle account opening, closing, and KYC due diligence processes
• Support client advisors in risk, legal and compliance duties
• Participate in client meetings and resolve inquiries effectively

Your Team

You will be part of the UK Domestic High Net Worth team in London. This team is dedicated to managing, preserving, and growing the wealth of clients.

Your Expertise

• Extensive financial services experience in client facing teams
• Strong attention to detail, even under pressure
• Proven relationship management and troubleshooting skills
• Solid comprehension of products like deposits, banking, brokerage, custody, investment, and credit
• Ability to use tools and resources efficiently for client service

About UBS

UBS is a leading global wealth manager and universal bank headquartered in Zurich, Switzerland with diversified asset management and investment banking capabilities. Collaboration and diversity drive their ongoing success.

Key skills/competency

• Client orders
• Banking operations
• Account maintenance
• KYC
• Financial services
• Risk management
• Compliance
• Relationship management
• Administrative support
• Wealth management