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Client Account Manager

Client Account Manager

UBS
3-7 Years
Early Applicant
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  • Posted a month ago
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Job Description

As a Special Clients Unit (SCU) Client Account Manager, you will be responsible for the accounts transferred to you for exit purposes.

This includes following up with clients on top up/closure instructions (e.g. Execution of securities and forex transactions to facilitate account closure)

You will:

• act as the primary or secondary point of contact for the clients; manage daily administration, client servicing and attend to compliance requirements

• be the liaison between the various operational sub-teams to ensure smooth account closure

• ensure strict compliance with all internal policies and external regulations and legal guidelines are adhered to

• ensure the occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur

Key Skills

Securities & forex execution

Cross-functional coordination

About Company

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