Bulge Bracket Investment Banks

Posted 2 days ago

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**Registered Client Associate**: Support UBS Wealth digital solutions, ensure operational excellence, and drive regulatory compliance. Key duties include: digital support for clients and stakeholders, managing digital document distribution, and enhancing client journeys. Required: 3+ years in wealth management, solid understanding of regulatory policies, proficiency in MS Office, CRM, and digital platforms. Strong communication, problem-solving, and data analysis skills. Collaborate cross-functionally with teams to improve digital adoption and experience.

Compensation: Not specified
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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 roadmap

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