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Job Description
Do you like to contribute to great client experience and to interact with sales colleagues globally? Is a client-oriented mindset important to you and your trademark? Are you commercially minded and driven to help build a business? If yes, then we are looking for you.
We’re searching for a Client Service Core Specialist in UBS Asset Management to:
• Maintain and monitor data quality (e.g., agreement updates, accounts mapping, client reporting related information) for our clients such as pension funds, sovereign wealth clients and distributors in central systems.
• Act as the main point of contact for client inquiries, coordinate responses with internal teams, manage complaints, and ensure client satisfaction by delivering timely and accurate information and services.
• Attend, host, and prepare for training days, due diligence meetings, and sales pitches. Organize materials, logistics, and follow-up communications in partnership with the Client Relationship Manager (CRM).
• Handle RFP coordination, cash-flow notifications, fund launches/changes, and support life-cycle changes and maintain accurate client data in internal systems.
• Oversee fee invoicing, trailer fee approvals, payment coordination, and proactively manage outstanding invoices (aged debtors).
• Execute processes and controls in a timely, accurate, and complete manner and ensure compliance with regulations and manage audit requests.
• Contribute to and potentially lead projects to further improve the Client Service function.
We’re searching for a Client Service Core Specialist in UBS Asset Management to:
• Maintain and monitor data quality (e.g., agreement updates, accounts mapping, client reporting related information) for our clients such as pension funds, sovereign wealth clients and distributors in central systems.
• Act as the main point of contact for client inquiries, coordinate responses with internal teams, manage complaints, and ensure client satisfaction by delivering timely and accurate information and services.
• Attend, host, and prepare for training days, due diligence meetings, and sales pitches. Organize materials, logistics, and follow-up communications in partnership with the Client Relationship Manager (CRM).
• Handle RFP coordination, cash-flow notifications, fund launches/changes, and support life-cycle changes and maintain accurate client data in internal systems.
• Oversee fee invoicing, trailer fee approvals, payment coordination, and proactively manage outstanding invoices (aged debtors).
• Execute processes and controls in a timely, accurate, and complete manner and ensure compliance with regulations and manage audit requests.
• Contribute to and potentially lead projects to further improve the Client Service function.