Client Service Core Specialist

Your role

We are seeking a Client Service Core Specialist based in Sydney to provide dedicated coverage for institutional clients in Australia and across the APAC region. The role focuses on delivering consistently high-quality client experience, client communication, managing client requests and complaints as well as ensuring adherence to global client service. You will partner closely with Sales/Client Coverage and key stakeholders to identify potential risks, align expectations and support sustainable business growth.

Provide day-to-day client service coverage for institutional clients in Australia and across the APAC region, ensuring timely and accurate responses and proactive follow-up
• Coordinate with global Client Service and Operations partners to ensure smooth front-to-back (F2B) processing, clear handovers and consistent service delivery
• Identify potential risks and constraints (e.g., reporting requirements, cut-off times, legal/regulatory considerations, operational complexity), propose solutions and align expectations with Sales/Client Coverage and internal stakeholders
• Drive adherence to global client service and and front-to-back (F2B) processes processes, controls and documentation standards; escalate exceptions and support continuous improvement initiatives
• Partner with Operations, Legal, Compliance, Finance and Portfolio teams to resolve issues, support client requests and ensure consistent client experience
• Maintain appropriate tracking of onboarding and service delivery milestones, providing clear status updates and managing stakeholder communications

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.

Your team

You are part of a collaborative, multi-jurisdictional, cross-functional team that works closely with Sales, Client Relationship Managers, and other key stakeholders. This team-oriented environment benefits from open communication and strong working relationships across departments and regions. Together we ensure that institutional clients in Australia and across the APAC region have a good client experience. You will collaborate with global service and operations partners as required to ensure consistent front-to-back execution and high-quality client experience.

Your expertise

• Relevant experience, minimum 5 years, institutional client service, implementation, middle office or client operations (asset management preferred). Strong process discipline with the ability to follow global standards, maintain documentation and escalate appropriately.
• Ability to partner with Sales/Client Coverage and challenge timelines or commitments.
• Excellent stakeholder management and communication skills; comfortable coordinating globally and across APAC region, functions and time zones.
• Strong analytical and problem-solving skills, with the ability to identify issues early and drive practical resolutions.
• Fluency in English with strong written communication skills; any additional Asian language is an advantage.
• Degree in finance, economics or similar discipline or any other education combined with relevant 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 standards, 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.