Client Data Maintenance Analyst

Poland

Investment Banking

Investment Bank

324450BR

Kraków

Full Time

Are you incredibly organized with an eye for detail? Do you thrive in a dynamic and collaborative environment?

We are looking for someone like that to:

• review and process static data changes on client records
• ensure that client documentation corresponds with data in the system
• support client advisors with administrative tasks triggered by client lifecycle events
• be responsible for running control reports, flagging and resolving any errors in daily processes, identifying and escalating risk
• take responsibility for appropriate escalation and coordinate resolution of identified issues with relevant parties
• collaborate effectively with partner functions to enhance the process and eliminate recurring issues / exceptions

You’ll be working in the Client Data Maintenance Team that services IB clients globally. As a part of the Maintenance Team, you will ensure that client data that we maintain in the system is up to date and correct. You will run controls and resolve investigations related to client data quality. On a daily basis you will be in contact with both external and internal clients as we interact with multiple teams across the Bank.

You have:

• excellent communication skills and attention to details
• fluent English
• experience in quality client service delivery
• pragmatic "can do" attitude
• innovative approach to solving day-to-day process problems
• basic MS Excel skills, e.g. Vlookup, Pivot Tables
• basic knowledge of AML and KYC (would be an additional asset)

You are:

• able to plan, organize and monitor your own day-to-day work with minimal guidance
• able to take ownership
• proactive, driven and result-oriented
• a dedicated team player and able to collaborate across functions to deliver best results possible
• highly responsible, self-motivated, efficient, and able to work under pressure and within tight deadlines
• able to identify root causes of issues and drive/implement changes

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.

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 Business Solutions SA
UBS Recruiting

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.

Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com