Client Documentation Specialist 100% (f/m/d) Job in Julius Baer

Client Documentation Specialist 100% (f/m/d)

Zürich, ZH, CH, Switzerland

https://www.mncjobs.ch/company/julius-baer

Job Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.

We are looking for a flexible and versatile individual who will join the team account modification. Primarily taking care of modification of static data of clients, various projects and other administrative support.

YOUR CHALLENGE

------------------

Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines Review FATCA and CDB formalities for consistency with CRS/AEI formalities Control and approve captured customer data and account documents Capture deficiencies detected Request missing documents and information to the front Support the front regions in questions related to customer documentation and data Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures

YOUR PROFILE

----------------

Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training At least 3 years of professional experience in the field of bank customer documentation Good knowledge of the Code of Conduct for Banks (CDB20) and FATCA/QI/CRS Very organized, structured and accurate way of working Committed, responsible and resilient personality Customer oriented attitude and capability to work under pressure without losing focus High level of discretion and trustworthiness Networked thinking and quick comprehension skills business fluent in English & German
We are looking forward to receiving your full job application through our online application tool.

Beware of fraud agents! do not pay money to get a job

MNCJobs.ch will not be responsible for any payment made to a third-party. All Terms of Use are applicable.