Aktuelle Jobs im Zusammenhang mit Client Documentation Specialist - Geneva - Michael Page
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ADV & Logistic Specialist
vor 2 Monaten
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ADV & Logistic Specialist
vor 4 Wochen
Geneva, Schweiz AXEPTA SA VollzeitNous recherchons commandes pour l'un de nos clients un(e) ADV & Logistic Specialist pour la gestion des commandes et la distribution de ses produits pharmaceutiques. Mission temporaire de 3 mois (possiblement renouvelable), à temps plein sur site. ADV & Logistic SpecialistVos responsabilités : Coordination de la distribution des produits entre le...
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Tax Specialist- Advisory
vor 4 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitHandling the day-to-day Tax Compliance spectrum for existing and new client relationships (onboarding, change in circumstances, etc.). Train employees (team and front) on new Compliance rules and provisions in relation to Tax Compliance.Tax Specialist- Advisory - CDD 6 monthsFor our client, a well-known Swiss Private Bank, we are currently looking for :Tax...
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Tax Specialist- Advisory
vor 4 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitHandling the day-to-day Tax Compliance spectrum for existing and new client relationships (onboarding, change in circumstances, etc.). Train employees (team and front) on new Compliance rules and provisions in relation to Tax Compliance.Tax Specialist- Advisory - CDD 6 monthsFor our client, a well-known Swiss Private Bank, we are currently looking for :Tax...
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Tax Specialist- Advisory
vor 2 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitHandling the day-to-day Tax Compliance spectrum for existing and new client relationships (onboarding, change in circumstances, etc.). Train employees (team and front) on new Compliance rules and provisions in relation to Tax Compliance.Tax Specialist- Advisory - CDD 6 monthsFor our client, a well-known Swiss Private Bank, we are currently looking for :Tax...
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Tax Specialist- Advisory
vor 4 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client For our client, a well-known Swiss Private Bank, we are currently looking for : Tax Specialist- Advisory Job Description Main responsabilities Provide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business Analyse complex cases together with Compliance WM at onboarding Liase with all...
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Tax Specialist- Advisory
vor 2 Wochen
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client For our client, a well-known Swiss Private Bank, we are currently looking for : Tax Specialist- Advisory Team Job Description Main responsabilities Provide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business Analyse complex cases together with Compliance WM at onboarding Liase...
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ADV & Logistic Specialist
vor 2 Monaten
Geneva, Schweiz Axepta SA VollzeitNous recherchons commandes pour l'un de nos clients un(e) ADV & Logistic Specialist pour la gestion des commandes et la distribution de ses produits pharmaceutiques. Mission temporaire de 3 mois (possiblement renouvelable), à temps plein sur site. Vos responsabilités :Coordination de la distribution des produits entre le transporteur, la filiale et les...
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Client Specialist
vor 3 Monaten
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: Nous accompagnons aujourd'hui une maison de la haute horlogerie Suisse pour leur prestigieuse boutique Genevoise une/e Client Specialist & Sales Associate H/F FR/ANG Rendre un service d'exception à la clientèle et de leur faire vivre une luxueuse expérience en boutique DESCRIPTION DE LA MISSION: Accueillir les clients et les conseiller en...
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Client Specialist
vor 4 Monaten
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: Nous accompagnons aujourd'hui une maison de la haute horlogerie Suisse pour leur prestigieuse boutique Genevoise une/e Client Specialist & Sales Associate H/FFR/ANGRendre un service d'exception à la clientèle et de leur faire vivre une luxueuse expérience en boutique DESCRIPTION DE LA MISSION: Accueillir les clients et les conseiller en...
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Geneva, Schweiz Hays AG VollzeitSenior ServiceNow Developer and Implementation Specialist (m/f/d)Our many years of recruitment experience and specialist knowledge of the recruitment market make us a strong partner to have by your side. We maintain intensive relationships with customers across all industries and so can provide specialists with exciting projects and attractive job...
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Grant reporting finance specialist
Vor 2 Tagen
Geneva, Schweiz Michael Page VollzeitThe Grant reporting finance specialist will help the Finance team on managing the administration, reporting and overall tracking of the growing number of grants and donations that the organization receives each year to run various projects.This will include the following responsibilities :Grant management : oversee the financial management of grants,...
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Specialist Cyber Resilience
vor 1 Tag
Geneva, Schweiz LHH VollzeitFor one of our clients in the French speaking part of Switzerland, in Geneva, we are recruiting a Specialist Cyber Resilience who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you! Responsibilities:As a...
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Geneva, Schweiz Page Group Switzerland VollzeitOur client,a prominent organization with a global footprint, excelling in managing complex markets and driving large-scale business transactions is looking for a Contract and Corporate Services Specialist for 6 months.Start date is planned for October - mid October. Contract and Corporate Services Specialist for 6 monthsOur client is an international...
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Geneva, Schweiz Page Group Switzerland VollzeitOur client,a prominent organization with a global footprint, excelling in managing complex markets and driving large-scale business transactions is looking for a Contract and Corporate Services Specialist for 6 months.Start date is planned for October - mid October. Contract and Corporate Services Specialist for 6 monthsOur client is an international...
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Tax Specialist- Advisory
vor 4 Wochen
Geneva, Schweiz Michael Page VollzeitMain responsabilitiesProvide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for businessAnalyse complex cases together with Compliance WM at onboardingLiase with all major stakeholders, coordinate and review solutions from a US tax and CRS perspectiveDraft and update internal processes and procedures relating to...
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Accounts Payable Specialist
vor 1 Monat
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Our client is an international organization located in Geneva. Job Description The Accounts Payable Specialist will be responsible of the following: Management of account payables Invoices checking Invoices approval follow-up Financial & Analytical codification Invoices recording Management due payables Prepare payment proposal Maintain...
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Business Intelligence Specialist
vor 4 Monaten
Geneva, Schweiz Adecco Human Resources AG VollzeitFor one of our clients a banking company in Geneva, we are recruiting a BI Specialist - Data Warehouse who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you!Responsibilities :As a Business Intelligence...
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IT SAP Financial Consolidation Specialist
vor 4 Wochen
Geneva, Schweiz Adecco Human Resources AG VollzeitFor one of our clients in the French speaking part of Switzerland, in Geneva, we are recruiting an IT SAP Financial Consolidation Specialist who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for...
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Business Intelligence Specialist
vor 4 Monaten
Geneva, Schweiz LHH VollzeitFor one of our clients a banking company in Geneva, we are recruiting a BI Specialist – Data Warehouse who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for you next challenging position? This opportunity is for you!Responsibilities :As a Business Intelligence...
Client Documentation Specialist
vor 4 Monaten
Day to day business
- Review the documentation received from the clients for certain change in circumstances on an existing account or an account closing and verify that it complies with the local and international regulations (e.g. CDB20, Common Reporting Standards (CRS) and FATCA/QI rules) and the Bank's directives and procedures from (a formal point of view (e.g. the correct version of the document is signed, all the required fields have been completed) and (ii) that the information is consistent across the documents provided by the clients (IDs, corporate documents, bank's forms, etc…)
- Verify that the information entered in the Bank's systems by the Wealth Management is complete according to the documentation signed
- Perform 4 eyes controls and regular internal controls to ensure respect of the procedures
- Ensure a good quality of service by providing accurate feedback to the Wealth Management on any error, missing document and answering in a timely manner to any query related to his/her mission and duties
- Receive and digitised incoming mails to the attention of Relationship Managers
- Verify the signature on mails and instructions received from clients
- Digitisedclients account documentation amendments and opening
- Reconcile and update scanning activity monitoring
- Verify closing instructions
Coordination and central point of contact
- Build a bridge and create synergy within the Client Documentation team and other key players (Legal, Compliance, IT…), create/maintain an efficient flow of communication that ensures all remain aware of important information and that it is consistent.
- Act as a business partner by bringing his/her expertise and the relevant support and input to the other departments of the bank (Wealth Management, Compliance, Legal…) when required (on a complex situation, on the implementation of new regulations or bank's decisions, new projects)
- Coordinate efforts to help a smooth flow in the processes and always seek for improvements
- Facilitate problem solving and collaboration
- Create an environment oriented to trust, open communication and cohesive team effort
Projects and Change management
- Be up to date on any changes in the regulations, perform the assessment for internal changes, communicate with the relevant departments involved and to the team, implement them or launch projects, requests to IT as needed
- Participate in any project impacting the team, either required by a new regulation or initiated by the Bank, hence participate to workshops, meetings, upon the management delegation (for defining the business requirements, performing the testings, and any other required tasks)
- Involve the other team members as required
- Participate in the change management within the team by communicating proactively on the various projects and accompany the team in the change
- Make sure that the procedures and processes are updated accordingly and communicated to all stakeholders, including the Client Documentation teams within the different branches
- Bachelor Degree
- VisionCompliance Diploma: a big plus
- Experience in Central File, or Compliance in a financial institution (wealth manager, bank, trust, corporate services)
- Experience with complex stuctures
- Knowledge of CRS, FATCA, QI, Tax (AML and CDB a big plus)
- French and English: fluent
- Spanish or Portuguese: a big plus
- Swiss residency mandatory
