at UBS
Bulge Bracket Investment BanksPosted 6 days ago
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Senior Registered Client Associate needed in Sydney, providing dedicated coverage for institutional clients in Australia and APAC. Key responsibilities include delivering top-tier client experience, managing client requests and issues, and ensuring global client service adherence. This role requires excellent communication skills, the ability to identify potential risks, and coordinate with regional teams for smooth front-to-back processing. Ideal candidate will have 5-7 years of experience in a similar role, with a proven track record in client service and a solid understanding of financial services and regulations. Proficiency in CRM tools and strong analytical skills are essential for this role.
- Compensation
- Not specified
- City
- Sydney
- Country
- Australia
Currency: Not specified
Full Job Description
| We are seeking a Client Service Core Specialist based in Sydney to provide dedicated coverage for institutional clients in Australia and across the APAC region. The role focuses on delivering consistently high-quality client experience, client communication, managing client requests and complaints as well as ensuring adherence to global client service. You will partner closely with Sales/Client Coverage and key stakeholders to identify potential risks, align expectations and support sustainable business growth. Provide day-to-day client service coverage for institutional clients in Australia and across the APAC region, ensuring timely and accurate responses and proactive follow-up Coordinate with global Client Service and Operations partners to ensure smooth front-to-back (F2B) processing, clear handovers and consistent service delivery Identify potential risks and constraints (e.g., reporting requirements, cut-off times, legal/regulatory considerations, operational complexity), propose solutions and align expectations with Sales/Client Coverage and internal stakeholders Drive adherence to global client service and and front-to-back (F2B) processes processes, controls and documentation standards; escalate exceptions and support continuous improvement initiatives Partner with Operations, Legal, Compliance, Finance and Portfolio teams to resolve issues, support client requests and ensure consistent client experience Maintain appropriate tracking of onboarding and service delivery milestones, providing clear status updates and managing stakeholder communications | Show more Client Service Core Specialist |
