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Client Onboarding Specialist
vor 1 Monat
Job ID:R0286366
Full/Part-Time: Full-time
Regular/Temporary: Regular
Listed:
Location: Geneva
Position Overview
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 assistance in resolution of related issues
- Produce regular reporting on account opening process, define and track improvement actions
- Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
Profile:
- Excellent knowledge of CDB and local regulatory aspects
- Excellent knowledge of account opening documents and corporate documents (identification and verification)
- Knowledge of complex structures (documentation requirements)
- Ability to process static data modifications (structure changes, role updates, address modifications, etc.)
- Experience of wealth management clients
Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.
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