Registered Client Associate

ExperiencedNo visa sponsorship

Bulge Bracket Investment Banks

Posted 10 days ago

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**Registered Client Associate**: Manage end-to-end transactions for high-net-worth clients across Europe. Responsibilities include processing domestic/international payments via SWIFT, managing exceptions, handling loans & deposits, reconciling accounts, and enhancing client satisfaction. Key skills: SWIFT, cash management, risk management. Requires 2-5 years' experience in wealth management ops.

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

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