UBS
Client Onboarding Specialist – Connectivity Integration and Solutions
UBS, New York, New York, us, 10261
Client Onboarding Specialist – Connectivity Integration and Solutions
UBS is seeking a Client Onboarding Specialist to join our Global Markets Clearing team within the Integrated Client Lifecycle Services (ICLS) function, part of Group Operations. The role supports post‑trade automation and integration for our global client base across Exchange Traded Derivatives (ETD) and Cleared OTC (cOTC) products, delivering seamless client connectivity, designing workflows, and implementing end‑to‑end solutions for trade confirmation and reporting using secure technologies such as SWIFT, FIX, and SFTP.
Job Details
Location: New York, NY
Job Type: Full Time
Job Reference #: 331661BR
Salary (US only): $77,000 – $96,000 (based on experience, qualifications, location, and skill level; may include discretionary incentive compensation)
Responsibilities
Lead client consultancy sessions (on site and remote) and manage design and prioritisation of new interfaces across ETD and cOTC client base.
Design workflows using SharePoint, Confluence, and shared mailboxes.
Provide direction to Sales, CRM, Onboarding, COO, and IT for connectivity solutions.
Implement end‑to‑end solutions for trade confirmation and client reporting using SWIFT, FIX, and SFTP.
Build integrations with third‑party vendors and maintain documentation of all new functionality and data flows.
Educate team members on new functionality and provide reporting to senior management.
Drive continuous improvement across all functions.
Qualifications
Bachelor’s degree required.
Ideally 3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred).
Excellent communication skills (verbal and written) and professional client‑facing attitude.
Ability to build rapport with internal and external stakeholders across diverse roles.
Proven ability to work with external clients and vendors and build strategic relationships to support connectivity and integration goals.
Experience in client project management, including planning, coordination, and delivery of onboarding and connectivity initiatives.
Resilient in a fast‑paced, high‑pressure environment; self‑starter with strong prioritisation skills.
Ability to provide technical training to staff.
Strong analytical skills and proficiency with Excel formulas; high attention to detail.
Knowledge of clearing processes and technical understanding of industry‑standard messaging formats (e.g., SWIFT, FIX).
Ability to work under pressure and meet tight deadlines.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr
Job Details
Location: New York, NY
Job Type: Full Time
Job Reference #: 331661BR
Salary (US only): $77,000 – $96,000 (based on experience, qualifications, location, and skill level; may include discretionary incentive compensation)
Responsibilities
Lead client consultancy sessions (on site and remote) and manage design and prioritisation of new interfaces across ETD and cOTC client base.
Design workflows using SharePoint, Confluence, and shared mailboxes.
Provide direction to Sales, CRM, Onboarding, COO, and IT for connectivity solutions.
Implement end‑to‑end solutions for trade confirmation and client reporting using SWIFT, FIX, and SFTP.
Build integrations with third‑party vendors and maintain documentation of all new functionality and data flows.
Educate team members on new functionality and provide reporting to senior management.
Drive continuous improvement across all functions.
Qualifications
Bachelor’s degree required.
Ideally 3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred).
Excellent communication skills (verbal and written) and professional client‑facing attitude.
Ability to build rapport with internal and external stakeholders across diverse roles.
Proven ability to work with external clients and vendors and build strategic relationships to support connectivity and integration goals.
Experience in client project management, including planning, coordination, and delivery of onboarding and connectivity initiatives.
Resilient in a fast‑paced, high‑pressure environment; self‑starter with strong prioritisation skills.
Ability to provide technical training to staff.
Strong analytical skills and proficiency with Excel formulas; high attention to detail.
Knowledge of clearing processes and technical understanding of industry‑standard messaging formats (e.g., SWIFT, FIX).
Ability to work under pressure and meet tight deadlines.
About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
#J-18808-Ljbffr