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 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.