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Client Onboarding Specialist
8千-1.2万
人 · 本科 · 1年工作经验 · 性别不限2025/02/18发布
年终奖金五险一金专业培训周末双休

浦东新区

低价好房出租>>

上海市浦东新区花园石桥路33号3701

公司信息
瑞银企业管理(中国)有限公司

外资(欧美)/500-1000人

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职位描述
Are you keen to actively contribute to the onboarding workflow and client lifecycle? Do you have a client service orientation and high risk awareness?


We’re looking for a client onboarding specialist to:


? take the required actions to resolve queries and requests
? log any client complaints and feedback for escalation and remediation
? make sure that any risk issues or red flags are addressed
*Your team : You’ll be working in the Onboarding team under UBSS Operations in Beijing or Shanghai. We maintain relationships with key stakeholders globally including onshore and offshore locations. We see that all internal and external client queries relating to BAU are acknowledged and responded to in a timely and appropriate manner, including monitoring the responses provided by the production team. As a client onboarding specialist, you’ll play an important role in the client lifecycle management function.
*Your expertise : ? ideally 2-5 years of experience with retirement and account opening services? bachelor’s degree or equivalent, in finance preferably? collaborator with a can-do attitude, able to quickly adapt within a changing environment

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