UBS Financial Services Data & Document Specialist in Wroclaw, Poland

Your role:

Are you incredibly organized with an eye for detail? Do you have a high client service orientation and a high risk awareness? Do you know how to take care of business? We’re looking for someone like that to:

  • review and process incoming documents for clients

  • provide client advisors support with document management

  • ensure that the document records correspond with data in the system offer advice and support to client advisors when carrying out administrative tasks in connection with client care, like e-banking contracts, undeliverable mail research and managing archive systems

  • review incoming documents for clients according to internal and external regulations

  • capture client static data based on client and front office documentation

  • make sure that the document records correspond with data in the system contribute to continuous improvement of processes and services

  • use their product and front-to-back process knowledge to support highly structured or non-standard transactions

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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.

Your team:

You’ll be working in the Wealth Management UK Client Administration Team in Wroclaw. Responsible for Client Life Cycle Management across a number of activities connected to managing UBS clients data and documentation to ensure it complies with UBS and UK regulatory guidelines. Ensuring client satisfaction is on the highest level and in line with service level agreements agreed with the business - Whilst driving improvements to the overall client experience by working with other areas of the Bank to ensure a seamless service. Desk coverage on a rotating shift between 8am and 7pm.

Your expertise:

You have:

• experience within a wealth management or financial environment

• ability to analyse and interpret large amounts of complex information in accordance with guidelines

• strong communication, influencing and relationship building skills

• excellent attention to detail and accuracy

You are:

• motivated, self-directed and driven as well as adaptable and able to work across teams and functions

• 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 judgment 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?

Your colleagues:

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.

Job Reference #: 186471BR

Business Divisions: Corporate Center

Title: Data & Document Specialist

City: Wroclaw

Job Type: Full Time

Country / State: Poland

Function Category: Operations