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Client Onboarding Specialist
vor 4 Wochen
For one of our clients, a private bank based in Geneva, we are looking for a:
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 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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