Position Description

Client Documentation Specialist (Zurich, 100%)
Location Zürich
Job Code 8981
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  • Input data of account openings and modifications in different systems
  • Provide first class customer service to stakeholders
  • Verify that the information entered in the Bank's systems is complete according to the documentation signed
  • Signature checks
  • Digitize and scan clients account documentation amendments and opening 
  • Close relationship with Relationship Managers, answering their requests
  • Provide first class customer service to stakeholders
  • Handle administrative tasks in an efficient manner
  • Coordinate efforts to help a smooth flow in the process and always seek for improvements

This is a 100% role located in Zurich.

Education:
Diploma
Technical skills:
Years of experience:
3-7 : intermediate
Exper. in financial sector:
Preferred
Experience required:
  • Knowledge in CDB regulations
  • Solid banking-knowledge
  • Local resident (Swiss):
    Mandatory
    Language 1:
    German
    Level 1:
    Fluent
    Language 2:
    English
    Level 2:
    Fluent
    Language 3:
    French
    Level 3:
    Basic
    Personal skills:
  • detail-oriented
  • works well under stress; stress resistance
  • Challenges:
    Being accurate and detail-oriented; work under pressure with high volume and tight deadlines.
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