Key Responsibilities At UBS Group Operations Wroclaw, you will play a key role in ensuring the effective management of the client lifecycle across multiple European locations. You will be responsible for handling complex maintenance and offboarding requests while ensuring the highest standards of quality, risk awareness, and regulatory compliance.
Job Type Full Time
Job Reference # 343257BR
City Kraków, Wroclaw
Key Responsibilities At UBS Group Operations Wroclaw, you will play a key role in ensuring the effective management of the client lifecycle across multiple European locations. You will be responsible for handling complex maintenance and offboarding requests while ensuring the highest standards of quality, risk awareness, and regulatory compliance.
In this role, you will act as a subject matter expert, supporting process excellence, driving continuous improvement initiatives, and contributing to the delivery of an outstanding client experience. You will work closely with internal stakeholders, provide guidance on complex cases, identify process efficiencies and help shape the future development of our operational framework.
Key responsibilities include:
ownership and coordination of client maintenance and offboarding activities
review and assessment of client documentation with a strong focus on completeness, consistency, and regulatory compliance
analysis and resolution of complex client data and documentation issues
maintenance, enrichment and validation of client information across internal systems identification and escalation of potential risks, control gaps and compliance concerns
collaboration with key business and support functions to ensure effective resolution of client requests
participation in process optimization, automation and change initiatives
supporting team development through knowledge sharing, coaching and best practice guidance
contributing to the implementation of strategic projects and operational improvements
The team You will join the Client Services Lifecycle Management Team within GCOO. We believe that high-performing teams are built by empowering individuals, encouraging accountability and creating opportunities for continuous growth.
We foster an environment where employees are encouraged to challenge the status quo, contribute to process innovation, and actively participate in shaping new solutions. Collaboration, ownership and continuous improvement are at the core of how we work.
We achieve this by:
empowering individuals to take ownership and make informed decisions
creating an environment of accountability and trust
supporting professional and personal development
involving employees in process transformation and strategic initiatives
promoting collaboration across teams and functions
Your Skills And Experience We are looking for experienced professionals who combine analytical thinking, client focus with a strong risk and control mindset. The ideal candidate is comfortable working in a dynamic environment, handling complex cases and driving improvements beyond daily operational activities.
You bring:
excellent communication skills in English and German, both written and spoken
experience in client lifecycle management, KYC, account maintenance or a related operational environment
strong understanding of regulatory and compliance requirements within the financial services industry
excellent analytical and problem-solving skills with the ability to manage complex and ambiguous situations
proven ability to work independently and within the team, prioritize effectively and make sound decisions
a strong client and stakeholder focus with the ability to build trusted relationships across functions
a continuous improvement mindset and willingness to challenge existing processes
confidence in leading discussions, influencing stakeholders and driving positive change
strong digital skills and the ability to leverage technology to improve efficiency and client experience
you’re curious to explore how AI can improve how we build, deliver and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standard and ethical use
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.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements 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.
Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com
Client Lifecycle Specialist with German in Wrocław – pracodawca: UBS
UBS to doskonały pracodawca, oferujący program dla prawników w Krakowie i Wrocławiu, który łączy praktyczne doświadczenie z rozwojem umiejętności miękkich oraz specjalistycznym szkoleniem prawnym. Pracując w zespole prawnym, będziesz miał okazję współpracować w międzynarodowym środowisku, co sprzyja nie tylko zawodowemu wzrostowi, ale także budowaniu wartościowych relacji w branży finansowej.
