Client Onboarding Specialist (KYC & Documentation)
Description
Responsibilities :
Support the Front Office on the new client adoption and account maintenance activities
Participate in the continuous assessment and recommend actions to improve the client onboarding process
Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
Produce regular reporting on account opening process, define and track improvement actions
Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
Profile :
Good knowledge of client documentation and regulations in Swiss banking
Good problem-solving skills, multitasking, attention to detail and accuracy
At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance
Working knowledge of Avaloq and Appway is a plus
Knowledge of CRS and FATCA regulation is a plus
Excellent level of English, French a plus
Our values define the working environment we strive to create diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation.
We build talented and diverse teams to drive business results and encourage our people to develop to their full potential.
Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance.
Client Onboarding Specialist (KYC & Documentation)
Participate in the continuous assessment and recommend actions to improve the client onboarding process. Good knowledge of client documentation and regulations in Swiss banking. Support the Front Office on the new client adoption and account maintenance activities. At least 5 years of Financial Serv...
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