Client Onboarding Specialist – Connectivity Integration and Solutions jobs in United States
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UBS · 2 weeks ago

Client Onboarding Specialist – Connectivity Integration and Solutions

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$77K/yr - $96K/yr
date3+ years exp

UBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Client Onboarding Specialist to support post trade automation and integration for their global client base, focusing on delivering seamless client connectivity and implementing end to end solutions for trade confirmation and reporting.

Asset ManagementBankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Lead client consultancy sessions (on site and remote) and manage design and prioritization 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

Qualification

Client project managementSWIFTFIXSFTPAnalytical skillsFinance experienceStakeholder managementTechnical trainingCommunication skillsAttention to detail

Required

Bachelor's degree required
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 prioritization 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

Preferred

3+ years of experience in finance and clearing roles (ETD and Cleared OTC preferred)

Company

UBS

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UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
dateFounded in 1998
location
Zürich, Zurich, CHE
people-size10001+ employees
web-link
https://www.ubs.com

H1B Sponsorship

UBS has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)

Funding

Current Stage
Public Company
Total Funding
$12.57B
2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B

Leadership Team

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Sergio P. Ermotti
Group Chief Executive Officer
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James Walker
Head CTO for Core Technology & Platforms
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Recent News

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UBS Compromise Plan Gets Backing of Largest Swiss Party (2)
2026-01-08
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UBS Draws Around $10 Billion Bids For Additional Tier 1 Sale - Bloomberg News
2026-01-05
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Tech executive departs UBS to become CEO of N26
2026-01-03
Company data provided by crunchbase