
Client Lifecycle Intern
UBS Wrocław, Poland
Client Lifecycle Intern
UBS Wrocław, Poland
Client Lifecycle Intern
Key responsibilities
As an Intern in Group Operations, you'll gain valuable insight into Client Lifecycle Management and support the team in delivering high-quality services to our internal and external clients.
Working alongside experienced professionals, you'll develop your understanding of client maintenance and offboarding processes, while learning how regulatory requirements, operational controls and client service are applied within a global financial institution.
Your responsibilities may include:
• supporting the processing of client maintenance and offboarding requests
• reviewing client documentation for completeness and accuracy
• updating and maintaining client information in internal systems
• assisting with the investigation and resolution of client data discrepancies under guidance from team members
• supporting the team in meeting service level and quality standards
• collaborating with colleagues and stakeholders to help resolve client-related queries
• participating in process improvement initiatives and supporting the implementation of operational enhancements
• contributing to team projects and change initiatives
• developing knowledge of risk awareness, compliance requirements, and operational processes
• participating in training sessions and knowledge-sharing activities
The team
You'll be joining the Client Services Lifecycle Management Team within GCOO.
We are a collaborative and diverse team focused on delivering high-quality client lifecycle services while continuously improving the way we work. We encourage curiosity, learning and professional development, providing an environment where team members can build their skills, share ideas and contribute to meaningful initiatives.
During your internship, you'll work closely with experienced colleagues who will support your development through coaching, training, and regular feedback.
We offer:
• hands-on experience within a global financial institution
• opportunities to learn from experienced professionals
• a collaborative and supportive team environment
• exposure to a variety of operational processes and business stakeholders
• opportunities to contribute to continuous improvement initiatives
• ongoing learning and development opportunities
Your skills and experience
We're looking for a motivated and detail-oriented individual who is eager to learn, develop new skills and gain experience in a dynamic and collaborative environment.
You have:
• strong communication skills in English and German, both written and spoken
• an analytical mindset and strong attention to detail
• an interest in financial services, operations, client management, or regulatory processes
• good organizational skills and the ability to manage multiple priorities
• a willingness to learn and adapt in a fast-paced environment
• the ability to work effectively both independently and as part of a team
• proficiency in Microsoft Office applications and digital tools
• a proactive attitude and a desire to contribute to process improvements
• curiosity about emerging technologies, including AI, and how they can support operational excellence while being used responsibly and in line with applicable policies and standards
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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.
Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com
As an Intern in Group Operations, you'll gain valuable insight into Client Lifecycle Management and support the team in delivering high-quality services to our internal and external clients.
Working alongside experienced professionals, you'll develop your understanding of client maintenance and offboarding processes, while learning how regulatory requirements, operational controls and client service are applied within a global financial institution.
Your responsibilities may include:
• supporting the processing of client maintenance and offboarding requests
• reviewing client documentation for completeness and accuracy
• updating and maintaining client information in internal systems
• assisting with the investigation and resolution of client data discrepancies under guidance from team members
• supporting the team in meeting service level and quality standards
• collaborating with colleagues and stakeholders to help resolve client-related queries
• participating in process improvement initiatives and supporting the implementation of operational enhancements
• contributing to team projects and change initiatives
• developing knowledge of risk awareness, compliance requirements, and operational processes
• participating in training sessions and knowledge-sharing activities
The team
You'll be joining the Client Services Lifecycle Management Team within GCOO.
We are a collaborative and diverse team focused on delivering high-quality client lifecycle services while continuously improving the way we work. We encourage curiosity, learning and professional development, providing an environment where team members can build their skills, share ideas and contribute to meaningful initiatives.
During your internship, you'll work closely with experienced colleagues who will support your development through coaching, training, and regular feedback.
We offer:
• hands-on experience within a global financial institution
• opportunities to learn from experienced professionals
• a collaborative and supportive team environment
• exposure to a variety of operational processes and business stakeholders
• opportunities to contribute to continuous improvement initiatives
• ongoing learning and development opportunities
Your skills and experience
We're looking for a motivated and detail-oriented individual who is eager to learn, develop new skills and gain experience in a dynamic and collaborative environment.
You have:
• strong communication skills in English and German, both written and spoken
• an analytical mindset and strong attention to detail
• an interest in financial services, operations, client management, or regulatory processes
• good organizational skills and the ability to manage multiple priorities
• a willingness to learn and adapt in a fast-paced environment
• the ability to work effectively both independently and as part of a team
• proficiency in Microsoft Office applications and digital tools
• a proactive attitude and a desire to contribute to process improvements
• curiosity about emerging technologies, including AI, and how they can support operational excellence while being used responsibly and in line with applicable policies and standards
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.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
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.
Report misconduct: If you are made aware of any of our employees or individuals acting on behalf of UBS engaging in acts of misconduct under the Poland Whistleblowing Act, you may report your concerns through Poland-Whistleblowing@ubs.com
Job ID 345309BR
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
More Jobs From UBS
UBS
Luxembourg
UBS
Frankfurt am Main, Germany
UBS
Nashville, United States
UBS
Zug, Switzerland
UBS
Frankfurt am Main, Germany
UBS
New York, United States
UBS
New York, United States
UBS
New York, United States
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.More Jobs Like This
DBS Bank (Hong Kong) Limited
Hong Kong
Swissquote
Gland, Switzerland
Northern Trust
Chicago, United States