Client Onboarding Specialist
UBS Australia Operations
Posted 2026-11-12
About the role
Are you incredibly organized with an eye for detail? Do you like working with colleagues across the organization and are you good with stakeholder management? Are you passionate about delivering best in class client experience? We're looking for a Client Onboarding Specialist to help us: • Act as a single point of contact and case manager for Front Office onboarding requests • Provide pre-onboarding advisory to Relationship Managers to get it right first time • Review CID, KYC and SoW requirements, minimizing errors, rework, and rejection rates • Independently review account opening documents and SoW write-ups across account types • Escalate higher-risk matters and regulatory questions to Financial Crime Compliance for sign-off • Own procedures, deliver training, and drive digitization and continuous process improvements
Listed from UBS's career site, where it was posted on 2026-11-12. The firm's page is the reference for the details and the application.