AddressCorporate Actions Specialist
Your role
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:
Know what our clients want and need.
Deliver excellence.
Drive the organisation forward by working with purpose and passion.
We're looking for an Corporate Actions Specialist to:
Be a role model for the organisations principles and behaviours, inspire others to do the same
Understand the risks associated with your business and function.
Gathering, verifying and disseminating information on Corporate Actions.
Collating clients instructions for voluntary or elective events and instructing custodians in a timely manner to protect clients entitlements.
Monitoring upcoming events.
Performing Reconciliations.
Liaising with custodians/brokers whenever necessary to resolve any discrepancies.
Ensuring payments are processed to clients in a prompt manner, following up on late receipt of income.
Have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
Supporting change by identifying and implementing process improvements or cost saving opportunities.
Ongoing self-development/cross training across Operations.
Join us
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?
Disclaimer / Policy Statements
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.
Your team
You'll be working in the Wealth Management Corporate Actions team based in Sydney. The team is responsible for the handling of voluntary and mandatory Corporate Actions and income events for Corporate Actions globally. This is an excellent platform for a good work life balance and working environment including remote work options.
Your expertise
Excellent communication and stakeholder management
Knowledge of corporate action events will be highly valued.
People management experience.
Have a strong risk mindset and be able to escalate issues and be transparent.
Strong time management and organisational skills to manage multiple deliverables simultaneously.
Innovative and able to drive results.
Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members.
Microsoft Suite of applications knowledge (especially Microsoft Excel)
You'll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS
#LI-TC1
About us
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.
Job ID 291290BR
