01Overview
Your role
Are you outstanding at problem solving Do you like leading a team of 10-12 people to resolve issues and develop long term solutions to improve efficiency Do you like being a leader who provides world class service to clients and branches while working with US onshore cost basis team as well as other internal departments.
Were looking for a Cost Basis Associate Director:
Lead a team to reconcile breaks to ensure cost basis data is accurate for US tax reporting
Support the branch network and update cost basis information in clients accounts
Update tax lot data for external transfers for new accounts coming into the bank
Adapt current, as well as establish new processes that allow the department to increase quality output
Job Type
Full Time
Job Reference #
340373BR
City
Mumbai
Your team
Youll be working in the Cost Basis team in Mumbai India as well as colleagues from multiple locations in the U.S. This team is responsible for servicing, managing, and correcting cost information on assets held at UBS. Through research and problem solving, all team members collaborate to expand and share product knowledge within the department for various security types held at UBS. The working hours will include a late night shift to align with the U.S. exchanges trading hours. Our goal is provide timely and accurate tax reporting as well as providing assistance to branches in order to provide the client a personal and authentic experience.
Your expertise
Bachelors degree in business related field
Excellent data analysis skills with a focus on reconciliations
Highly focused on client service and customer satisfaction
Leadership Skills With Experience Managing Teams
Ability to communicate professionally and clearly in high pressure situations
Adaptable to a changing landscape of rules and regulations
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solution .
