Client Service Core Specialist in Asset Management Team

Job Reference

BR

City

Kraków, Wroclaw

Job Type

Full Time

Your role

Do you like to contribute to great client experience and to interact with sales colleagues globally? Is a client-oriented mindset important to you and your trademark? Are you commercially minded and driven to help build a business? If yes, then we are looking for you.

Responsibilities

• Maintain and monitor data quality (e.g., agreement updates, accounts mapping, client reporting related information) for our clients such as pension funds, sovereign wealth clients and distributors in central systems.
• Act as the main point of contact for client inquiries, coordinate responses with internal teams, manage complaints, and ensure client satisfaction by delivering timely and accurate information and services.
• Attend, host, and prepare for training days, due diligence meetings, and sales pitches. Organize materials, logistics, and follow‑up communications in partnership with the Client Relationship Manager (CRM).
• Handle RFP coordination, cash‑flow notifications, fund launches/changes, and support life‑cycle changes and maintain accurate client data in internal systems.
• Oversee fee invoicing, trailer fee approvals, payment coordination, and proactively manage outstanding invoices (aged debtors).
• Execute processes and controls in a timely, accurate, and complete manner and ensure compliance with regulations and manage audit requests.
• Contribute to and potentially lead projects to further improve the Client Service function.

Qualifications

• Bachelor's or master's Degree in banking, finance, law, international business or equivalent.
• 3 to 5 years client service experience, ideally within the financial services industry.
• Understanding of and sound interest in financial services and instruments (e.g., bonds, securities, derivatives FX, investment funds, corporate actions) and relevant parties involved.
• Business fluent in English; business fluency in German, French, Italian or any other European language is an advantage.
• Great communicator, able to build, maintain and enhance relationships at all levels.
• Interest in digitization and an affinity for technology.
• Comfortable working with internal and external stakeholders, across a range of functions.

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.

Contact Details

UBS Business Solutions SA – UBS Recruiting

Disclaimer / Policy statements

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