Client Onboarding Specialist

vor 3 Wochen


Geneva, Schweiz FICOBA Vollzeit

Our agency has been operating since 1982 as experts in recruitment of highly skilled candidates. We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.

For one of our clients, a private bank in Geneva, we are looking for a 

Client Onboarding Specialist (H/F)

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:

  • Good knowledge of client documentation and regulations in Swiss banking
  • Good problem-solving skills, multitasking, attention to detail and accuracy

  • At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance

  • Working knowledge of Avaloq and Appway is a plus

  • Knowledge of CRS and FATCA regulation is a plus

  • Excellent level of English, French a plus

 

We'll be pleased to examine your application within discretion.

Please note that we will only reply to complete applications (resume, work certificates, diplomas) matching the profile required.

 Please check our website : http://www.ficoba.ch

 

 

 

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