Client Lifecycle Specialist (German Speaker)
UBS · Poland
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