Client Documentation Specialist 100% H/f

Genf, Switzerland

Job Description

\\n We are looking for a profile for a famous private bank in Geneva :

Client Documentation Specialist - Permanent contract

Be a support to the Wealth Management teams in providing them account documentation. Prepare Client visits and manage account closures.

3-5 years experience

Main duties

- Process info of deceased clients in the Client Documentation application (Blocking of account, Succession process)

- Perform Name search

- Manage Client visits, including preparation, amendments and finalization

- Provide account documentation to the Wealth Management Departments and ensure on a timely manner, an irreproachable quality of work

- Manage Account closures

- Manage Bank\\\'s archives

Core competencies

- Polyvalent, flexible and dynamic

- Client service oriented

- Able to work indepentdantly and in a team

- Able to delegate tasks

- Work in Problem solving solution and seek opportunities for improvements

- Risk awareness and excellent management of priorities

- Excellent communication skills with open and transparent communication

- Analytical skills and pay attention to details

Qualification

Previous experience of minimum 5 years experience in a central file environment

- Experience on Record Management

- Experience in Banking and Legal Documentation

- Project Management exposure in previous experiences (a plus)

Other Skills/Abilities

- French & English speaking (fluent)

- Other languages (a plus)\\n \\n \\n \\n \\n \\n

\\n\\n Randstad\\n \\n\\n

\\n

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.


Job Detail

  • Job Id
    JD1604175
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Genf, Switzerland
  • Education
    Not mentioned