AddressYour role
Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?
To promote efficiency and independence in our front to back process flows by focusing on timely and accurate handling of client instruction validation, and processing of payment instructions, primarily related to areas including:
- Ad-hoc Outgoing Funds Transfers
- Incoming Funds Transfers
- Payment Investigations
To be conversant and compliant at all times with relevant statutory, head office, local directives and regulations in force.
To build and encourage a digital change culture in the team. Implement improved processes with a focus on digital straight through processing solutions.
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?
Your expertise
- Understand and ensure adherence to the pre-requisites of controls on all client instructions including signature verification, internal approval and control requirements
- Data Analytical skills with experience in Operational Risk and Control
- Liaise with operations, counterparties, custodians and brokers whenever necessary to resolve any discrepancies or issues
- Liaise with internal partners (front office, local COOs etc.) whenever necessary to resolve any discrepancies or issues
- Manage exception requests for high value transactions and/or ultra-high net worth clients
- Report or escalate irregularities or issues which may cause potential breach in controls or deviations from standard processes promptly to team leader and line manager
- Perform front to back processing of incoming and outgoing payments instructions
- Manage issues and escalations related to respective instruction areas
- Independently resolve queries or route queries for further investigation to relevant teams or escalation to team lead or line manager
- Assist in devising and implementing improved processes
- Assist in testing new applications
- Assist in achieving new standards and service levels
- Participation/Co-ordination of projects impacting the team
- Dedication to fostering an inclusive culture and value diverse perspectives
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.
