Client Documentation Specialist 100% (f/m/d) job opportunity at Julius Baer.

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DateMore Than 30 Days Ago bot
Julius Baer Client Documentation Specialist 100% (f/m/d)
Experience: 3-years
Pattern: full-time
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loacation Zurich, Switzerland
loacation Zurich....Switzerland

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. Further interesting job opportunities can be found on our Career site . Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .

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