Client Lifecycle Specialist

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

Your 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 expertise

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.

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 [email protected]

How we hire

We may request you to complete one or more assessments during the application process. Learn more