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Client Onboarding Specialist
vor 2 Monaten
At FICOBA, we are seeking a skilled Client Onboarding Specialist to join our team. As a key member of our Front Office, you will play a crucial role in the new client adoption and account maintenance process.
Responsibilities:
- Support the Front Office in the onboarding of new clients and maintenance of existing accounts.
- Contribute to the continuous assessment and improvement of the client onboarding process.
- Track account opening and maintenance processes, and provide proactive support to Front Office teams to resolve related issues.
- Produce regular reporting on account opening processes and propose improvement actions.
- Participate in periodic projects to share expertise and contribute to process efficiency.
Requirements:
- Good knowledge of client documentation and regulations in Swiss banking.
- Excellent problem-solving skills, multitasking, attention to detail, and accuracy.
- At least 5 years of experience in Financial Services, including new client adoption and account maintenance.
- Working knowledge of Avaloq and Appway is a plus.
- Knowledge of CRS and FATCA regulations is a plus.
- Excellent level of English, French a plus.
We look forward to reviewing your application and discussing this opportunity further.
Please note that we will only respond to complete applications that match the required profile.
Thank you for your interest in FICOBA.
