Client Account Manager

Description du poste:

Your role

Are you passionate about delivering exceptional client service? Do you thrive in managing complex processes while ensuring compliance and operational excellence? Are you ready to be the key point of contact for clients and internal teams?

We're looking for a Client Account Manager (CAM) to:

* act as the primary point of contact for client, booked in Switzerland (BCCH) inquiries, ensuring timely and accurate responses
* support clients throughout their lifecycle, including onboarding, documentation, and periodic KYC reviews
* coordinate with internal teams (Client Advisors, Advisory Specialists, Operations, Compliance) to resolve issues efficiently
* monitor deadlines and quality standards for KYC and documentation processes, escalating when necessary
* maintain accurate records and ensure adherence to regulatory and internal requirements
* contribute to process improvements and initiatives that enhance client experience and compliance

Job Type

Full Time

Job Reference #

332950BR

City

Sao Paulo

Your team

You'll be working in the Client Account Management team in São Paulo, supporting Wealth Management clients across Latin America. Our team plays a critical role in ensuring smooth client onboarding and lifecycle management, partnering closely with Client Advisors and specialists to deliver high-quality service. We're a collaborative team that values precision, client focus, and partnership. You'll join colleagues committed to operational excellence and regulatory compliance.

Your expertise

* experience in client servicing, onboarding, and KYC processes within financial services
* banking-related education (apprenticeship, traineeship, or a bachelor's degree)
* strong organizational and multitasking skills with attention to detail
* ability to interpret regulatory requirements and apply them in daily processes
* good written and verbal communication skills
* fluent in Portuguese and English

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.

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