Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Grant Colborne

Nashville,USA

Summary

Client Account Manager with extensive experience at UBS, specializing in FX prime brokerage and client onboarding. Proven ability to drive operational efficiency and improve client engagement through targeted strategies. Recognized for strong attention to detail and effective communication, resulting in successful resolution of complex issues and identification of growth opportunities.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Account/Relationship Manager

UBS, Global Markets
Nashville, TN
12.2022 - Current
  • Spearheaded launch and expansion of Nashville-based FX Prime Brokerage account management team, enhancing operational efficiency.
  • Provided comprehensive service for over 40 FXPB clients, fostering organic growth and supporting new fund initiatives.
  • Led client demonstrations and user onboarding for UBS FXPB NEO platform, optimizing workflows and client interaction.
  • Resolved complex collateral break issues, addressing aged balance discrepancies through proactive strategies.
  • Collaborated with Sales, Risk, and Consulting teams to facilitate new account openings and conduct relationship reviews.
  • Assessed prospective business opportunities to drive commercial growth through strategic partnerships.

Client Onboarding Associate

UBS, Global Markets
Nashville, TN
12.2021 - 12.2022
  • Managed full lifecycle of client onboarding, ensuring compliance with KYC/AML regulations and internal risk policies.
  • Acted as a liaison between clients and internal stakeholders to expedite account setup and documentation processes.
  • Delivered high-touch support to clients, guiding them through onboarding steps and resolving issues in a timely manner.
  • Maintained detailed records using CRM tools, tracking onboarding metrics and driving process improvements.
  • Mitigated regulatory and reputational risk by ensuring adherence to compliance frameworks and industry standards.

Operations Associate

Morgan Stanley
Baltimore, MD
05.2017 - 12.2021
  • Supported a key restructuring initiative within the collateral team, aligning client coverage with business needs and assuming responsibility for high-sensitivity accounts.
  • Managed daily cash and securities collateral for uncleared OTC derivatives (across equity, fixed income, and commodities), ensuring accurate and timely exposure coverage.
  • Investigated and resolved collateral and trade exposure discrepancies between clients and internal systems.
  • Oversaw onboarding of collateral accounts, establishing SWIFT-validated cash/securities delivery instructions and integrating third-party reporting platforms (e.g., TriOptima - TriResolve).
  • Interpreted ISDA documentation (CSAs & Master Agreements) to ensure legal compliance in collateral operations and account structure.
  • Acted as the primary relationship manager for all client-facing collateral matters, including trading, reporting, interest, and onboarding, requiring strong cross-functional coordination and data analysis.
  • Conducted internal audits on volatile positions to validate exposure accuracy and reduce counterparty risk.

Education

Bachelor of Science - Finance and Management

University of Maryland
College Park, MD
05.2016

Skills

  • FX prime brokerage
  • Account management
  • Collateral management
  • Client onboarding
  • Attention to detail
  • Client relationship management
  • Verbal and written communication

Certification

  • SIE

References

References available upon request.

Timeline

Client Account/Relationship Manager

UBS, Global Markets
12.2022 - Current

Client Onboarding Associate

UBS, Global Markets
12.2021 - 12.2022

Operations Associate

Morgan Stanley
05.2017 - 12.2021

Bachelor of Science - Finance and Management

University of Maryland

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