Client Account Manager

ExperiencedNo visa sponsorship

Bulge Bracket Investment Banks

Posted 10 days ago

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**Client Account Manager** Manage end-to-end wealth management (WM) client transactions. Key responsibilities include: handling domestic/international payments using SWIFT & local retail services, managing exceptions, settling loans/deposits, reconciling cash accounts/trade confirmations, driving process enhancement, and minimizing process risks. Requires 3-5+ years' experience in payments/cash management, proficiency in SWIFT, and strong risk mitigation skills. Fluency in English and proficiency in additional European languages is a plus.

Compensation: Not specified
City: Not specified
Country: Poland

Full Job Description

At UBS WM Operations Wroclaw you can contribute with the processing and management of end to end client transactions on behalf of multiple European locations. Core Payments area processes include: servicing domestic and international payments for WM clients using SWIFT and local retail payment services managing non Straight-Through Processing exceptions settling Wealth Management Loans & Deposits and early redemption requests managing the timely reconciliation of cash accounts and trade confirmations versus counterparties constantly looking for opportunities to speed up processes and decisions and increase client satisfaction developing a deep understanding of process risk and working to mitigate and reduce risk

Show more Junior Payments & Cash Specialist (WM Lux)

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