Client Service Specialist

Your role

Client Services acts as the single point of contact for institutional clients, delivering seamless front to back support across the trade lifecycle. The role partners closely with Trading, Collateral, Middle Office, Settlements, Corporate Actions, Technology, Risk, Legal, and Product teams to ensure a high quality, end to end client experience across Global Markets.

Job Type

Full Time

Job Reference #

334432BR

City

Hyderabad

Your team

Key Responsibilities

Client & Stakeholder Management

• Serve as the primary point of contact for client queries and service requests.
• Provide timely, accurate, and professional responses while owning issues through to resolution.
• Act as a client advocate, coordinating internal teams to resolve operational or service issues.
  
  

Pre Trade & Trading Day Readiness

• Support pre trade enablement, including settlement readiness, cut offs, limits, and connectivity checks.
• Ensure correct workflows, contacts, and communication channels are in place prior to trading.
  
  

Post Trade & Transaction Processing

• Manage end to end post trade lifecycle
• Trade amendments and bookings
• Swap allocations and IFAs (Items for Attention)
• Trade affirmation, allocation, and settlement
• Monitor breaks, fails, and exceptions, ensuring timely investigation and resolution.
  
  

Financing & Collateral Support

• Provide operational coverage across financing products such as margin, cash funding/FX, stock loan, swaps, and prime financing.
• Support margin calls, collateral movements, and funding transparency for clients.
  
  

Reporting & Client Deliverables

• Ensure accurate setup, validation, and delivery of client reports (positions, margin, activity, accruals).
• Support digital platforms and portals used for client reporting and service interaction.
• Take ownership of client incidents, coordinating investigations and driving root cause resolution.
• Provide proactive, time bound updates to clients and internal stakeholders.
• Escalate material risks and issues appropriately in line with control standards
  
  

Client Lifecycle Management

• Support client onboarding, documentation, and approvals.
• Handle account maintenance, structural changes, renewals, transfers, and closures.
• Partner with Business Sponsors and KYC teams to maintain compliance and data integrity.
  
  

Risk, Controls & Compliance

• Maintain strong awareness of operational risk and internal controls.
• Participate in quality checks, audits, and KPCI testing where required.
• Ensure adherence to Financial Crime Prevention and regulatory standards.
  
  

Your expertise

• Bachelor’s/masters degree (Finance)
• 6-10 years of experience in financial services/Investment Banking, Capital Markets, Equities, Bonds, FX & Swaps
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office (especially Excel, Outlook, and PowerPoint)
• Strong communication skills and willingness to learn in a fast-paced environment
• Interest in hedge funds, private markets, or institutional investing
  
  

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.

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.

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.