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Client services specialist

Sydney
UBS
Posted: 15 June
Offer description

Join to apply for the Client Services Specialist role at UBS2 days ago Be among the first 25 applicantsJoin to apply for the Client Services Specialist role at UBSGet AI-powered advice on this job and more exclusive features.Job Reference #317527BRJob TypeFull TimeYour roleAre you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We’re looking for an ETD & PB Client Middle Office (CMO) Specialist to:Provide excellent client service to ETD (Exchange Traded Derivatives) and Prime Brokerage (PB) clients by monitoring, investigating, and responding to client queries related to day-to-day issuesParticipate in various local client visits, regulatory meetings with the local exchange (ASX) on industry projects and initiativesPerform and review daily and monthly client money reconciliations for futures and exchange traded optionsWork closely with various internal teams such as collateral and margin, settlements, CAIP, offshore and regional ops teams to resolve any client breaks or issues.Respond to various audit requests both internally and externally and facilitate any client audit requests to the correct internal audit teamsAct as the point of contact between clients and our technical support and development teamIdentify and recommend ways to improve processes, reduce risks, strengthen controlsCommit to a culture of continuous improvement centered on client serviceDeliver on various firm and industry wide project and initiativesYour teamYou’ll be working in the Client Middle Office (CMO) team in Sydney. We work closely with front to back office colleagues globally to manage internal and external client queries, trade allocations, confirmation exceptions and client money reconciliations. Our key objective is to deliver excellent client services with continuous improvement on process efficiency and risk controlYour expertisePrevious client services experience, within the financial services industryPassion for dealing with clients, strong numerical skills and an understanding of ETD and PB productsGreat communicator, able to build, maintain and enhance relationships at all levelsComfortable working with internal and external clients and stakeholdersProven ability to improve processes, reduce risks or increase customer satisfactionHave great attention to detail and can work well under pressureHave working knowledge of MS Office (Excel, Word, PowerPoint) and EUAsSelf-motivated and drivenAre a team player and willing to help others locally and across locations *About UsUBS 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.Join usAt UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Disclaimer / Policy StatementsUBS 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.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionGeneral Business and AdministrativeIndustriesBanking, Financial Services, and Investment BankingReferrals increase your chances of interviewing at UBS by 2xGet notified about new Client Services Representative jobs in Sydney, New South Wales, Australia.Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 2 weeks agoClient Success Officer (12 Month Parental Leave Cover)Regional Customer Service & Client Relations SpecialistSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 3 weeks agoExecutive Assistant and Project CoordinatorSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 2 weeks agoClient Services Representative (12 Months)Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia A$70,000.00-A$80,000.00 1 month agoSydney, New South Wales, Australia 3 days agoSydney, New South Wales, Australia 5 hours agoSydney, New South Wales, Australia 2 weeks agoChatswood, New South Wales, Australia 20 hours agoSydney, New South Wales, Australia 2 weeks agoSurry Hills, New South Wales, Australia 2 months agoSydney, New South Wales, Australia A$50.00-A$60.00 2 days agoAustralia/New Zealand Client Service AssociateSydney, New South Wales, Australia 2 months agoNorth Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 6 months agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 3 days agoWorkplace Experience / Executive AssistantSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoAsset Management – Asia Client Service, Client Account Management – Associate (Sydney)Sydney, New South Wales, Australia A$97,027.00-A$107,059.00 4 days agoClient Services & Admin Support Advisors - Multiple Contract OpportunitiesSydney, New South Wales, Australia 3 days agoDarlinghurst, New South Wales, Australia 2 days agoParramatta, New South Wales, Australia 1 week agoWe’re unlocking community knowledge in a new way. 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