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Registered Client Associate

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Digital Support Officer:** Drive digital adoption and ensure operational excellence. Key responsibilities include: troubleshooting digital platforms, managing digital communications, and facilitating seamless client experiences. Required skills: strong communication, problem-solving, and knowledge of digital platforms and MS Office Suite. Proven experience in digital support or client service roles. Collaborate with cross-functional teams (Client Advisors, Compliance, Technology) to maintain regulatory compliance. Support digital adoption campaigns and continuous improvement initiatives.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Do you enjoy helping users adopt digital solutions while ensuring operational excellence and regulatory compliance? We are looking for a Digital Support Officer to support the UBS Wealth Onboarding as well as GoGreen initiative and accelerate the transition from paper-based communications to digital engagement channels. In this role, you will help drive digital adoption, manage digital communications, resolve user issues of GWM client, and continuously improve the effectiveness of our digital distribution services. And you will serve as the first line of support for digital client journeys while managing the operational processes required for digital document delivery. You will work closely with Client Advisors, Client Account Managers, Operations, Technology, Compliance and Marketing teams to ensure a seamless and compliant client experience. Digital Support Office - Provide support to clients and internal stakeholders regarding UBS Wealth. Guide users through onboarding, authentication, platform navigation and digital self-service capabilities. Investigate and resolve digital platform issues or service disruptions. Coordinate with Technology, Operations and Business teams to resolve complex cases. Maintain knowledge articles and operating procedures for common enquiries. Track, categorize and report recurring issues to support service improvements. Support digital adoption campaigns and client engagement initiatives. Digital Document Distribution - Coordinate distribution of digital client communications and regulatory documents. Manage mass-email communications and document notification activities. Validate recipient lists and distribution channels prior to release. Publish approved documents and communications to digital platforms and websites. Maintain document repositories and historical records. Ensure timely and accurate delivery of client-facing documents. Handle distribution exceptions and follow-up activities closely collaborate with paper distribution flow. Risk & Governance - Perform four-eyes reviews and quality assurance checks. Maintain audit evidence and distribution records. Ensure compliance with regulatory, legal and internal policy requirements. Monitor operational risks and escalate issues where appropriate. Support internal audits, regulatory reviews and control testing activities. Client Experience & Continuous Improvement Monitor client feedback and digital adoption metrics. Identify opportunities to improve digital journeys and communication effectiveness. Recommend process automation and workflow enhancements. Support implementation of new digital communication capabilities. Participate in strategic initiatives supporting the Digital / GoGreen roadmapShow more Digital Support Officer

Registered Client Associate

Compensation

Not specified

City: Not specified

Country: Not specified

UBS logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Digital Support Officer:** Drive digital adoption and ensure operational excellence. Key responsibilities include: troubleshooting digital platforms, managing digital communications, and facilitating seamless client experiences. Required skills: strong communication, problem-solving, and knowledge of digital platforms and MS Office Suite. Proven experience in digital support or client service roles. Collaborate with cross-functional teams (Client Advisors, Compliance, Technology) to maintain regulatory compliance. Support digital adoption campaigns and continuous improvement initiatives.

Full Job Description

Do you enjoy helping users adopt digital solutions while ensuring operational excellence and regulatory compliance? We are looking for a Digital Support Officer to support the UBS Wealth Onboarding as well as GoGreen initiative and accelerate the transition from paper-based communications to digital engagement channels. In this role, you will help drive digital adoption, manage digital communications, resolve user issues of GWM client, and continuously improve the effectiveness of our digital distribution services. And you will serve as the first line of support for digital client journeys while managing the operational processes required for digital document delivery. You will work closely with Client Advisors, Client Account Managers, Operations, Technology, Compliance and Marketing teams to ensure a seamless and compliant client experience. Digital Support Office - Provide support to clients and internal stakeholders regarding UBS Wealth. Guide users through onboarding, authentication, platform navigation and digital self-service capabilities. Investigate and resolve digital platform issues or service disruptions. Coordinate with Technology, Operations and Business teams to resolve complex cases. Maintain knowledge articles and operating procedures for common enquiries. Track, categorize and report recurring issues to support service improvements. Support digital adoption campaigns and client engagement initiatives. Digital Document Distribution - Coordinate distribution of digital client communications and regulatory documents. Manage mass-email communications and document notification activities. Validate recipient lists and distribution channels prior to release. Publish approved documents and communications to digital platforms and websites. Maintain document repositories and historical records. Ensure timely and accurate delivery of client-facing documents. Handle distribution exceptions and follow-up activities closely collaborate with paper distribution flow. Risk & Governance - Perform four-eyes reviews and quality assurance checks. Maintain audit evidence and distribution records. Ensure compliance with regulatory, legal and internal policy requirements. Monitor operational risks and escalate issues where appropriate. Support internal audits, regulatory reviews and control testing activities. Client Experience & Continuous Improvement Monitor client feedback and digital adoption metrics. Identify opportunities to improve digital journeys and communication effectiveness. Recommend process automation and workflow enhancements. Support implementation of new digital communication capabilities. Participate in strategic initiatives supporting the Digital / GoGreen roadmapShow more Digital Support Officer