Trwa ładowanie. Prosimy o chwilę cierpliwości.
Data aktualizacji: 2021-10-23
Wrocław, dolnośląskie
Bankowość, Administracja
Data aktualizacji: 2021-10-23 Aplikuj
Document & Static Data Specialist

Document & Static Data Specialist



Group Functions

Job Reference #




Job Type

Full Time


Your role

Are you client-driven? Do you know how financial instruments work? We’re looking for someone who can:
–Act as a Subject Matter Expert and Supervisor for handling and processing Static Data and related products
–Verify correctness and completeness of Static Data request
–Maintain client data
–Be responsible for the life cycle of client information
–Prepare management reports
–Update and communicate policies, processes and procedures concerning the unit
–Investigate and support
–Reply to investigation
–Resolve queries with clients, counterparties and internal departments
–Handle the daily business and respond to client claims
–Perform 4-eye-checks
–Train new joiners
–Prepare training materials and sharing the knowledge within the team
–Perform assessment on process design


Your team

You’ll be working in the Operations Processing Team in Wrocław. You will be in close collaboration with all departments and with the operations team.
You will be responsible for review/collect Client Documents and for open/maintenance/close Client Static Data in UBS internal Banking System. Your main duties will be providing service to Client Advisors.
Team is operating between 8:00 am and 6:00 pm (work on shift pattern).


Your expertise

You are highly committed and ideally possess the following skills:

• Ideally, you have gained a first experience in a similar function in the financial sector coupled with notions in the securities area
• You have excellent communication, organisational and interpersonal skills, you are able to work carefully, independently as well as in a team and under pressure
• Good computer skills
• You are committed and constantly willing to develop yourself in a dynamic environment
• You are fluent in English both written and spoken (knowledge of French and/or Italian would be an asset)


About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.

Please submit your application in English.

You are kindly requested to include the following clause in your application: "Wyrażam zgodę na przetwarzanie moich danych osobowych zawartych w ofercie pracy dla potrzeb procesu rekrutacji zgodnie z ustawą z dnia 27.08.1997r. Dz. U. z 2002 r., Nr 101, poz. 923 ze zm."