Client Onboarding Professional

Job DescriptionWe are seeking a highly skilled KYC Client Onboarding Specialist to join our team at TN Switzerland.Key ResponsibilitiesSupport the Front Office in new client adoption and account maintenance activities, ensuring seamless onboarding processes.Participate in continuous assessment and improvement initiatives to enhance the client onboarding...

The Investment Advisory Professional at Private Client Consultancy provides expert guidance to clients on investment strategies and wealth management. As a member of our team, you will work closely with clients to understand their unique needs and develop tailored plans to achieve their financial goals.About the RoleThis is a dynamic and entrepreneurial role...

Job SummaryThe Client Onboarding and Risk Management Expert role involves working closely with the Front Office to ensure seamless onboarding processes and identify potential risks.Key ResponsibilitiesWork collaboratively with the Front Office to develop and implement effective strategies for improving the client onboarding process.Monitor account opening...

About the RoleWe are seeking a Client Lifecycle Specialist to join our team at LALIVE. As a key member of our cross-office team, you will provide support to our lawyers on all client lifecycle tasks, ensuring best practices in matter management. This includes conflicts of interest checks, analysis, and reports, as well as liaison with partners regarding...

Job Overview:We are looking for a highly skilled Onboarding Specialist Expert to join our team. The ideal candidate will be responsible for supporting the Front Office in new client adoption and account maintenance activities.Key Responsibilities:Support the Front Office in new client adoption and account opening activitiesParticipate in continuous...

Pictet Wealth Management, a renowned financial services group with over 200 years of Swiss banking heritage, is seeking an exceptional Client Service Professional to join their team. As a key member of the operational banking department, you will play a vital role in delivering world-class client experiences.The ideal candidate will possess a strong...

About Our ClientOur client is a humanitarian organization committed to creating a better world for all.We are looking for a talented Recruitment and Onboarding Expert to join our team in Switzerland. This is a unique chance for a motivated recruitment professional to contribute to our organization's mission and goals.Job DescriptionWe are responsible for...

Join us at Capco where we're passionate about helping our clients succeed in an ever-changing industry.We're experts in capital markets, banking and payments, wealth and asset management, and energy.Our team is committed to growing our business and hiring the best talent to help us get there.We're focused on maintaining our nimble, agile, and entrepreneurial...

About Customer Lifecycle Management (CLM)At Capco, we recognize the importance of delivering exceptional customer experiences across multiple touchpoints. Our CLM experts help clients optimize their customer journeys through data-driven insights and tailored strategies.This role offers an exciting opportunity to leverage your expertise in digital onboarding,...

About the RoleAs a Financial Services Professional - KYC Compliance, you will be responsible for supporting the Front Office in various aspects of client onboarding and risk management.Key ResponsibilitiesCollaborate with the Front Office to identify and mitigate potential risks associated with new client adoption and account maintenance.Develop and...

Job Description:This role involves supporting the daily administration of trusts and companies. Responsibilities include document preparation, record-keeping, trust distributions, payments, and invoices processing.Key Responsibilities:Prepare draft resolutions and meeting minutesSupport the onboarding of new clientsAssist with risk management and...

As a Financial Services Specialist at Private Client Consultancy, you will play a pivotal role in delivering tailored financial solutions to our clients.About the RoleYou will be responsible for building and maintaining long-term relationships with clients, providing expert advice on their financial goals and objectives.Deliver personalized financial plans,...

About the RoleTrust Administrator, Multi Family OfficeThis is an exciting opportunity to join a dynamic team as a trust administrator in our Geneva office. You will support the management of a portfolio of trusts and companies by assisting with daily administrative tasks.Client Onboarding: Assist with client onboarding and the formation of new trusts and...

About LALIVELALIVE is a leading international firm with a strong presence in various offices. We are dedicated to providing exceptional services and creating a dynamic work environment. Our team is committed to excellence and strives to deliver the highest quality solutions.Job DescriptionThe Client Lifecycle Specialist will provide support to our lawyers on...

About TN Switzerland:Who We AreTN Switzerland is a leading international company in the financial services industry. Our mission is to provide innovative solutions to our clients and help them achieve their goals.About the Role:We are seeking a highly skilled Quality Assurance Specialist to join our team. As a Quality Assurance Specialist, you will be...

Mirabaud is seeking a highly skilled and motivated individual to join our team as a Business Development Associate. In this role, you will be responsible for providing administrative support to our Relationship Managers, including prospecting, onboarding, and closing clients.You will also be responsible for updating databases, communicating with clients, and...

We are looking for a dedicated, bright, and motivated Client Lifecycle Specialist to work in any of our offices, with excellent judgement and communication skills, attention to detail, and a real desire to be part of a dynamic international environment. Working as part of a small cross-office team and under the supervision of the firm's Risk & Compliance...

About Our OrganizationOur client is a non-governmental organization (NGO) committed to making a positive impact in the community.We are seeking an highly organized and detail-oriented Administrative Support Professional to join our team. In this role, you will be responsible for providing administrative support to our staff, ensuring the smooth day-to-day...

CLIENT LIFECYCLE SPECIALISTWe are looking for a dedicated, bright, and motivated Client Lifecycle Specialist to work in any of our offices, with excellent judgement and communication skills, attention to detail, and a real desire to be part of a dynamic international environment. Working as part of a small cross-office team and under the supervision of the...

About the OpportunityWe are seeking a Tax Specialist with a strong background in financial services compliance to join our team at Michael Page International (Switzerland) SA.Key ResponsibilitiesDeliver expert advice and support on FATCA, CRS, and QI rules to ensure business compliance.Collaborate with Compliance WM to analyse complex cases during the...