Client Documentation Specialist - M / F

As part of the Client team, X a key element to ensure : Client Specialist - M / FResponsabilities :  A smooth documents process flow between the different departments of the bank, especially regarding change in circumstancesThe quality, coherence and the accuracy of the client s in the bank s systemsThe relevance of clients instructions by performing control efficient support to the other departments of the bank and the branchesDaily activities : Review the received from X for certain change in circumstances on an existing account or an account closing and verify it complies with the local and ( CDB20, Common Reporting Standards (CRS) and rules) and the Bank s directives and procedures from (i) a formal point of view ( the correct version of the document is signed, all the required fields have been completed) and (ii) the is consistent across the documents provided by the clients (IDs, documents, bank s forms, the entered in the Bank s systems X Wealth Management is complete according to the signedPerform 4 eyes controls and regular internal controls to ensure respect of the proceduresEnsure a good quality of service by providing feedback to the Wealth Management on any error, missing document and answering in a timely manner to any query to his / her mission and dutiesProjects : Be up to on any changes in the perform X for internal changes, with the relevant departments involved and to the team, X or launch projects, requests to IT as in any project impacting the team, X by a new or by the Bank, hence to workshops, meetings, upon the management (for defining the business requirements, performing the testings, and any other required tasks)Involve the other team X in the change management within the team X on the various projects and accompany the team X changeMake sure the procedures and processes are accordingly and to all stakeholders, including the Client teams X different branches.Profile Bachelors DegreeExperience Technical with Microsoft tools, especially ExcelLanguages : English is a requirement, German / Italian or other language is a plusPersonal skills : Client service oriented, Curiosity and good interpersonal skillsSwiss Residence jid47b9b3faen jit0207aen jpiy26aen