Data & Doc Specialist

Your role

Are you interested in taxes? Do you have desire to develop and acquire tax and KYC related knowledge? We’re looking for someone like this to:

• perform static data setups of client tax details, withholding and reporting codes
• provide support to the front office and to external clients for tax documentation related queries
• support Client Onboarding Team with client tax documentation (domestic and international accounts)

Your experience and skills

You have:

• a university degree in Finance or related
• Very good written and spoken English
• Very good knowledge of MS Outlook (Microsoft PowerPoint, Word and Excel)
• Great analyzing skills
• Strong attention to details

You are:

• Able to communicate effectively with other teams, including escalating concerns or issues
• A quick learner, able to learn new systems quickly

Additional assets:

• Familiar with US and AEI/UK FATCA regulations and IRS Forms W-8 and Form W-9 requirements
• Knowledge of banking financial product offerings
• KYC/AML related experience or KYC data management experience

Take the next step

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. 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.