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Client Documentation Specialist 100%
vor 1 Woche
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
YOUR CHALLENGE
Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines Review FATCA and CDB formalities for consistency with CRS/AEI formalities Control and approve captured customer data and account documents Capture deficiencies detected Request missing documents and information to the front Support the front regions in questions related to customer documentation and data Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and proceduresYOUR PROFILE
Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training At least 3 years of professional experience in the field of bank customer documentation Very organized, structured and accurate way of working Committed, responsible and resilient personality Customer oriented attitude and capability to work under pressure without losing focus High level of discretion and trustworthiness Networked thinking and quick comprehension skills Good knowledge of the Code of Conduct for Banks (CDB20) Knowledge of FATCA/QI/CRS Confident in English, other languages an advantageWe are looking forward to receiving your full job application through our online application tool.
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Client Documentation Specialist
Vor 4 Tagen
Zürich, Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA VollzeitKarriere und Ausbildung VacanciesOffene Stelle :Client Documentation Specialist (Zurich, 100%)Zweigstelle :ZürichEintrittsdatum : Arbeitszeit :100%Domain :COO - Client DocumentationShareemail printClient Documentation Specialist (Zurich, 100%)DescriptionUnion Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what...
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Client Documentation Specialist 100%
vor 1 Monat
Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.IHRE AUFGABEN Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...
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Client Documentation Specialist 100%
vor 1 Woche
Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.IHRE AUFGABEN Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...
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Client Documentation Specialist 100%
vor 4 Wochen
Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.IHRE AUFGABEN Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...
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Client Onboarding Specialist
vor 1 Woche
Zürich, Zürich, Schweiz Cognizant VollzeitDo you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture. As a Client onboarding Specialist, you will prepare and process client...
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Client Onboarding Specialist
vor 3 Wochen
Zürich, Zürich, Schweiz Cognizant VollzeitDo you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture. As a Client onboarding Specialist, you will prepare and process client...
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Client Onboarding Specialist
vor 1 Woche
Zürich, Zürich, Schweiz Cognizant Technology Solutions AG VollzeitDo you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.As a Client onboarding Specialist, you will prepare and process client...
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Client Onboarding Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz Cognizant Technology Solutions AG VollzeitDo you have Client Onboarding experience, and are you seeking a new job in Zürich? Cognizant is looking for a Client Onboarding Specialist, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.As a Client onboarding Specialist, you will prepare and process client...
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Client Onboarding Specialist
vor 4 Wochen
Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG VollzeitClient Onboarding Specialist (KYC & Documentation)Job ID:R0330216 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...
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Client Onboarding Specialist
vor 1 Monat
Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG VollzeitClient Onboarding Specialist (KYC & Documentation)Job ID:R0267959 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...
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Client Onboarding Specialist
vor 1 Monat
Zürich, Zürich, Schweiz Deutsche Bank (Schweiz) AG VollzeitClient Onboarding Specialist (KYC & Documentation)Job ID:R0330216 Full/Part-Time: Full-timeRegular/Temporary: Regular Listed: Location: ZurichPosition OverviewResponsibilities:Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding...
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Client Documentation Generalist 80-100%
vor 1 Woche
Zürich, Zürich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle...
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Client Documentation Generalist
vor 1 Woche
Zürich, Zürich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for the accurate and timely processing of the account opening, as well as the efficient handling of enquiries,...
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Client Services Specialist
vor 4 Wochen
Zürich, Zürich, Schweiz Vontobel Beteiligungen AG VollzeitClient Services SpecialistZürich / Genferstrasse 8Interested? Apply hereAre you passionate about the financial world and is your goal to make every client satisfied? We are looking for a highly motivated Client Support Services Specialist to join our Service Hub organization. The Service Hub is where Vontobel's key support processes are delivered. The...
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Client Services Specialist
vor 1 Monat
Zürich, Zürich, Schweiz Vontobel Beteiligungen AG VollzeitClient Services SpecialistZürich / Genferstrasse 8Interested? Apply hereAre you passionate about the financial world and is your goal to make every client satisfied? We are looking for a highly motivated Client Support Services Specialist to join our Service Hub organization. The Service Hub is where Vontobel's key support processes are delivered. The...
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Client Services Specialist
vor 4 Wochen
Zürich, Zürich, Schweiz Vontobel Beteiligungen AG VollzeitClient Services SpecialistZürich / Genferstrasse 8Interested? Apply hereAre you passionate about the financial world and is your goal to make every client satisfied? We are looking for a highly motivated Client Support Services Specialist to join our Service Hub organization. The Service Hub is where Vontobel's key support processes are delivered. The...
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Client Services Specialist
vor 1 Monat
Zürich, Zürich, Schweiz Vontobel Beteiligungen AG VollzeitClient Services SpecialistZürich / Genferstrasse 8Interested? Apply hereAre you passionate about the financial world and is your goal to make every client satisfied? We are looking for a highly motivated Client Support Services Specialist to join our Service Hub organization. The Service Hub is where Vontobel's key support processes are delivered. The...
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Client Onboarding Specialist
vor 1 Woche
Zürich, Zürich, Schweiz 0877 Deutsche Bank (Suisse) SA VollzeitDescription : Responsibilities: Support the Front Office on the new client adoption and account maintenance activities Participate in the continuous assessment and recommend actions to improve the client onboarding process Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose...
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Communications Specialist
vor 4 Wochen
Zürich, Zürich, Schweiz RM Group AG VollzeitOthersCommunications SpecialistSwitzerland / ContractGefällt Ihnen dieser Job? Dann bewerben Sie sich jetzt.Communications Specialist vacancy for our Zurich based client in the financial sector.Your tasks:Advising internal stakeholders on producing client communications Guiding stakeholders through the production process and supporting documentation...
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Communications Specialist
vor 3 Wochen
Zürich, Zürich, Schweiz RM Group AG VollzeitOthersCommunications Specialist – Translation (German & English)Switzerland / ContractGefällt Ihnen dieser Job? Dann bewerben Sie sich jetzt.Language Specialist vacancy for our Zurich based client in the financial sector.Your tasks:Advising internal stakeholders on producing client communications Guiding stakeholders through the production process and...