Job offer

Client Offboarder

The Client Offboarder position at UBS in Zurich involves comprehensive client offboarding processing, working with internal teams and supporting the front office. The focus is on the coordination of activities, risk management and process optimization.

Job description

Job details

  • Job title: Client Offboarder
  • Location: Opfikon, Switzerland
  • Area: Operations, Global Wealth Management
  • Job reference: 320444BR
  • Job type: full-time, part-time

Your role

Are you a motivated and flexible team member with a positive attitude and analytical mindset? Do you have an eye for detail and can grasp new tasks quickly?

Main tasks

  • End-to-end processing of client offboarding, i.e. coordination of all necessary activities with relevant internal partners, including money transfers, asset transfers, product cancelations (e.g. cards, loans) and deposit/account/relationship deactivation
  • Collaboration with other teams, e.g. asset transfer team, front/back office
  • Supporting the front office with certain responsibilities (e.g. customer contact, product sales, closing mandates)
  • Managing standard operating procedures and working on process improvements
  • Identification of risk points and escalation to senior management

Your expertise

  • Commercial training/diploma or comparable
  • Language skills: good knowledge of English and German (written and oral). Other languages are an advantage
  • Excellent knowledge of Microsoft applications
  • Curious, willing to learn and good with IT
  • Excellent interpersonal and teamwork skills
  • Solution-oriented way of thinking (e.g. identifying and solving problems)
  • Responsible and risk-aware

We offer

At UBS, we recognize that it is our people who drive our continued success with their diverse skills, experience and backgrounds. We are dedicated to our craft and passionate about supporting our people, with new challenges, a supportive team, opportunities for growth and flexible working options where possible.

Job details

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