Client Onboarding Specialist

Vor 2 Tagen


Genf, Schweiz TN Switzerland Vollzeit

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

Client Onboarding Specialist

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 periodic projects with the objective to share expertise and contribute to new process efficiency.

Profile Required:

  • 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 a 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 is a plus.

All files will be treated with the utmost confidentiality.

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