Client Services Specialist

Sydney, NSW
Permanent
Full-time

2 months ago

Business DivisionsInvestment BankYour 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 issues
Participate in various local client visits, regulatory meetings with the local exchange (ASX) on industry projects and initiatives
Perform and review daily and monthly client money reconciliations for futures and exchange traded options
Work 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 teams
Act as the point of contact between clients and our technical support and development team
Identify and recommend ways to improve processes, reduce risks, strengthen controls
Commit to a culture of continuous improvement centered on client service
Deliver on various firm and industry wide project and initiatives

Function CategoryOperationsJoin 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 alwaysContact DetailsUBS Business Solutions SA
UBS RecruitingYour 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 expertise

Previous client services experience, within the financial services industry
Passion for dealing with clients, strong numerical skills and an understanding of ETD and PB products
Great communicator, able to build, maintain and enhance relationships at all levels
Comfortable working with internal and external clients and stakeholders
Proven ability to improve processes, reduce risks or increase customer satisfaction
Have great attention to detail and can work well under pressure
Have working knowledge of MS Office (Excel, Word, PowerPoint) and EUAs
Self-motivated and driven
Are a team player and willing to help others locally and across locations *#LI-Hybrid

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.

UBS

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