Prime Client Service – Account Manager recruitment

Prime Client Service Account Management is responsible for maintaining client relationships post trade execution across asset classes, identifying balance trends and key areas which could result in revenue growth, and consulting with clients on operational efficiencies to help process improvements.

We aim to integrate ourselves into the operational infrastructure of our clients to make working with UBS Prime Services seamless. To do this we develop a deep understanding of how our clients work and what is important to them – spending time in their offices and conducting detailed service reviews which provide invaluable feedback. We use this feedback in peer group analysis to help drive efficiency on both sides, working with internal groups such as Product Development to improve our competitive edge.

Ours is a global product and we have many clients who require multi-region coverage. Working closely with our counterparts means we can ensure an accurate handover at the end of each time zone.

Responsibilities:
• Develop an in-depth understanding of client accounts in order to identify ways to increase revenue, either through augmenting balances, or other creative solutions (CSRM)
• Formalised periodic client service reviews
• Cross product client facing liaison for Prime Services
• Administrator Relationship Management
• Escalation point for some non-PB related products
• Controls exception monitoring via an online daily workflow tool (PBW)
• Continuous client education (PB teach-ins, SME groups, selling UBS/IB capabilities)
• Client peer group procedural analysis (increased STP for both client UBS / regular MIS)
• Managing our extended Off-shore team (manual processing)
• Continual strengthening of business understanding via our SME group
• Ongoing analysis of client service value proposition vs client base to ensure optimal cost to serve is maintained
• Keep abreast of significant industry changes/updates affecting clients

Requirements• Client Focus -Build and sustain long-term relationships with internal and/or external clients based on mutual understanding, trust and respect.
• Professional Behavior - Dependable, reliable and accountable for own behavior. Additionally, acts within professional, legal and ethical boundaries and guidelines.
• Teamwork - Co-operates and collaborates with colleagues inside and outside own area to achieve shared goals. Contributes actively to help create effective partnerships, which meet organisational objectives.
• Business and Financial Focus - Drives for and focuses on business success and profitability, shows concern for financial stewardship and the proper management of financial resources.
• Communication and Impact - Conveys information clearly, accurately and succinctly and adjusts to the audience's needs and requirements. Has credibility and impact, uses a range of effective interpersonal skills to persuade others to adopt a particular position and/or take action
• Developing Self (Learning) – Continually looks to expand their own skill set and specific knowledge of business. Remains abreast of developments in own area, creates and pursues own development plan and finds opportunities to achieve own objectives.
• Drive and Commitment - Has the determination, effort and enthusiasm to deliver results. Is energetic, takes the initiative, originates action and keeps things moving.
• Advantageous: FSA Registered