Client Onboarding Specialist

Vor 3 Tagen


Zürich, Schweiz TN Switzerland Vollzeit

Social network you want to login/join with:

Client:Location:Job Category:

Other

Job Reference:

f87a46ed5414

Job Views:

12

Posted:

22.01.2025

Expiry Date:

08.03.2025

Job Description:

Description

Responsibilities:

  1. Support the Front Office on the new client adoption and account maintenance activities
  2. Participate in the continuous assessment and recommend actions to improve the client onboarding process
  3. Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
  4. Produce regular reporting on account opening process, define and track improvement actions
  5. Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency

Profile:

  1. Good knowledge of client documentation and regulations in Swiss banking
  2. Good problem-solving skills, multitasking, attention to detail and accuracy
  3. At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance
  4. Working knowledge of Avaloq and Appway is a plus
  5. Knowledge of CRS and FATCA regulation is a plus
  6. Excellent level of English, French a plus

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.

#J-18808-Ljbffr

  • Zürich, Schweiz TN Switzerland Vollzeit

    For our client, a global bank based in Zurich, we are looking for aKYC - Client Onboarding SpecialistResponsibilities: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...


  • Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...


  • Zürich, Schweiz Vietnamworks' Client Vollzeit

    Electronic Data Interchange (EDI) SpecialistWe are a leading development and production partner for industrial components (e.g. sealing and sensors) for over 100 years, headquartered in Zurich, Switzerland. As a globally active product and materials specialist, we serve customers particularly in Europe, the USA, and Asia. We develop and manufacture...


  • Zürich, Schweiz Vietnamworks' Client Vollzeit

    We are a leading development and production partner for industrial components (e.g. sealing and sensors) for over 100 years, with headquarters in Zurich, Switzerland. As a globally active product and materials specialist, we serve customers - particularly in Europe, the USA, and Asia. We develop and manufacture customized and innovative product solutions...


  • Zürich, Schweiz Edgelab Vollzeit

    Job DescriptionJr IAM Back Office SpecialistLanguages: Fluent in English and GermanLocation: ZurichContract type: Full-time PermanentHybrid: 3 days in the officeWe are expanding and looking for a motivated Back-Office Specialist to play a key role in supporting the onboarding of new clients on our dedicated IAM platform.To be considered for this role, you...


  • Zürich, Schweiz Rothschild & Co Vollzeit

    About Us   Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities...


  • Zürich, Schweiz Evooq Vollzeit

    IAM Back Office SpecialistLanguages: Fluent in English and GermanLocation: ZurichContract type: Full-time PermanentHybrid: 3 days in the officeAt Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:Location:Job Category:Customer ServiceJob Reference:484e82f8382fJob Views:9Posted:21.01.2025Expiry Date:07.03.2025Job Description:About UsRothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial...


  • Zürich, Schweiz Goldman Sachs Vollzeit

    YOUR IMPACT Are you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real difference and directly demonstrate your success?  If the answer to these questions is “yes” and you want to be in a role that provides you with an exciting opportunity to see...


  • Zürich, Schweiz Hays Vollzeit

    Securities SpecialistStart Date: ASAPYour Role:Is a professional service a matter of course for you? Would you like to work in a dynamic and challenging environment and develop professionally? Do you love challenges and flexibility is one of your strengths? If you answer yes to these questions, then you've come to the right place!We are looking for a new...

  • Product Owner

    Vor 2 Tagen


    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Zürich / Bleicherweg 21 - At Vontobel, we are committed to shaping a better future and providing investment opportunities that enable our clients to thrive. We continually enhance our innovative private client’s platform by integrating Vontobel’s investment expertise with technology and a personal touch, ensuring we deliver exclusive opportunities that...


  • Zürich, Schweiz Joinandgrow Vollzeit

    At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous teams and by privileging...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:Location:Job Category:Customer ServiceJob Reference:fa09cb28d075Job Views:10Posted:22.01.2025Expiry Date:08.03.2025Job Description:YOUR IMPACTAre you looking for an opportunity to showcase your attention to detail and strong delivery focus? Do you want to be in a role where you feel you can make a real...

  • Tax Claims Specialist

    Vor 5 Tagen


    Zürich, Schweiz AARK Tech Solutions GmbH Vollzeit

    Technical Recruiter at AARK Tech Solutions GmbHCompany: AARK TECH Solutions GmbH is a software development and consulting services company based in Zurich. We specialize in providing "Service as a Solution" to various industries, offering staffing and IT consulting services. Our team of recruiters excels in finding suitable IT resources for employers and...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Praktikum Structured Product Specialist, ZürichZürich, SwitzerlandAufgabenUnterstützung bei der Verbriefung von FinanzproduktenAccount Openings bei den BrokernAllgemeine administrative Unterstützung mit Schwerpunkt auf strukturierten Produkten, aktiv verwalteten Zertifikaten und Paying Agent BusinessUnterstützung des Produktspezialisten-Teams bzw. der...


  • Zürich, Schweiz Atfinity: Software for KYCKYBAML and client onboardings Vollzeit

    We are looking for a DevOps and Support Engineer to join Atfinity, the leading Swiss FinTech in the Onboarding and KYC / KYB / AML automation space.Why this role?Atfinity is rapidly expanding its customer base in Switzerland, the UK, and beyond. Our no-code platform offers extensive configuration and integration options, making the successful rollout of a...


  • Zürich, Schweiz signer BERATUNGEN - Karin Signer Vollzeit

    My client is a small, internationally acting and agile service provider who customizes solutions to clients in all IT-related fields. Their attractive and modern office is based in the city of Zurich. On their behalf, I am looking to find a new team member in the role of aClient Services SpecialistIn this challenging role, you will provide hands-on support...

  • Asset Management

    vor 14 Stunden


    Zürich, Schweiz JPMorgan Chase & Co. Vollzeit

    Join J.P. Morgan Asset Management (JPMAM), a global leader in providing tailored fixed income solutions to a diverse range of clients.As a Senior Client Service Specialist (AD) in Asset Management, you will collaborate with our Client Advisors and Marketing team to support all aspects of the sales and business development process. You will serve as the...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Head of Compliance Onboarding & Periodic Reviews, ZürichClient: EFG InternationalLocation: ZürichJob Category: OtherJob Reference: a0a0046cf12bJob Views: 9Posted: 21.01.2025Expiry Date: 07.03.2025Job Description:Lead and manage the Onboarding & Periodic Reviews team (approx. 15+ people) within the legal entity EFG...


  • Zürich, Schweiz EFG International Vollzeit

    Lead and manage the Onboarding & Periodic Reviews team (approx. 15+ people) within the legal entity EFG Bank AG, spread over the 3 locations: Zürich, Geneva and Lugano and oversee all KYC/AML processes and procedures to ensure proper risks management and adherence to the internal framework and regulatory requirements. Main Responsibilities Oversight...