Client Documentation Specialist
Vor 5 Tagen
As part of the Client Documentation team, you are a key element to ensure :Client Documentation Specialist - M/FResponsabilities : A smooth documents process flow between the different departments of the bank, especially regarding change in circumstancesThe quality, coherence and the accuracy of the client's data in the bank's systemsThe relevance of clients' instructions by performing control signatureAn efficient support to the other departments of the bank and the branchesDaily activities :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 ( CDB20, Common Reporting Standards (CRS) and FATCA/QI rules) and the Bank's directives and procedures from (i) a formal point of view ( 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 signedPerform 4 eyes controls and regular internal controls to ensure respect of the proceduresEnsure 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 dutiesProjects :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 neededParticipate 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 requiredParticipate in the change management within the team by communicating proactively on the various projects and accompany the team in the changeMake sure that the procedures and processes are updated accordingly and communicated to all stakeholders, including the Client Documentation teams within the different branches.Profile :Education: Bachelors DegreeExperience Technical skills: At ease with Microsoft tools, especially ExcelLanguages: English is a requirement, German/Italian or other language is a plusPersonal skills : Client service oriented, Curiosity and good interpersonal skillsSwiss Residence mandatory jid47b9b3fafr jit0103afr jpiy26afr
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Client Documentation Specialist
vor 1 Woche
Geneva, Schweiz FICOBA VollzeitClient Documentation Specialist Responsabilities : As part of the Client Documentation team, the Client Documentation Specialist is a key element to ensure:A smooth documents process flow between the different departments of the bank, especially regarding change in circumstancesThe quality, coherence and the accuracy of the client's data in the bank's...
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Client Documentation Specialist
vor 1 Woche
Geneva, Schweiz FICOBA VollzeitClient Documentation Specialist Responsabilities : As part of the Client Documentation team, the Client Documentation Specialist is a key element to ensure:A smooth documents process flow between the different departments of the bank, especially regarding change in circumstancesThe quality, coherence and the accuracy of the client's data in the bank's...
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Client Documentation Specialist
Vor 5 Tagen
Geneva, Schweiz Ficoba SA VollzeitAs part of the Client Documentation team, you are a key element to ensure :Client Documentation Specialist - M/F Responsabilities : A smooth documents process flow between the different departments of the bank, especially regarding change in circumstancesThe quality, coherence and the accuracy of the client's data in the bank's systemsThe relevance of...
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Client Service Specialist
vor 2 Wochen
Geneva, Schweiz JPMorgan Chase & Co. VollzeitA Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking productsEach CSS works is regionally aligned...
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Process Documentation Manager
Vor 5 Tagen
Geneva, Schweiz LHH VollzeitFor one of our clients in the French speaking part of Switzerland, in Geneva, we are recruiting an Process Documentation Manager 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 : Develop...
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Client Service Specialist
vor 1 Woche
Geneva, GE, Schweiz JPMorganChase VollzeitJOB DESCRIPTIONA Private Banking Client Service Specialist is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists, mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking productsEach CSS works is...
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Senior Private Assets Client Services Specialist
vor 3 Wochen
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
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JUNIOR OPERATIONS SPECIALIST
vor 2 Wochen
Geneva, Schweiz Lotus Partners VollzeitPour l’un de nos clients, une société d’investissement basée à Genève, nous recherchons un(e): JUNIOR OPERATIONS SPECIALIST Description du poste Au sein de l’équipe Opérations, le/la Junior Operations Specialist occupera une fonction transversale et travaillera en étroite collaboration avec les différentes équipes de la société (ventes,...
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Junior Operations Specialist
Vor 7 Tagen
Geneva, Schweiz Lotus Partners VollzeitDescription de poste Pour l’un de nos clients, une société d’investissement basée à Genève, nous recherchons un(e): JUNIOR OPERATIONS SPECIALIST Description du poste Au sein de l’équipe Opérations, le/la Junior Operations Specialist occupera une fonction transversale et travaillera en étroite collaboration avec les différentes équipes de la...
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Client Service Support Specialist
vor 1 Woche
Geneva, Schweiz JPMorgan Chase & Co. VollzeitA Client Service Support Specialist is the primary support person for service related execution within the Private Bank. In this role you will be supporting our Client Service team for all the regions based in Geneva in delivering a high quality service to our clients and ensuring the smooth execution of all daily tasks within strict deadlines. Please note...
