CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Vollzeitnur vor OrtBerufserfahren
Zürich
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
CICitibank (Switzerland) AG
Client Onboarding Intermediate Analyst(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Managing client onboarding processes for tailored lending and wealth management services. 3-5 years in financial institution client onboarding and documentation review required. Independent work within a proactive team environment.
Anforderungen
- 3-5 years of experience in documentation review, client onboarding, account opening, and client contact in financial institutions
- Demonstrated interpersonal skills and pro-active teamwork
- Ability to work independently
- Exceptional written and verbal communication skills
- Highly motivated and persistent
- Ability to work in a structured, high volume, time sensitive, high-risk environment
- Capable of prioritizing and eager to learn multiple products
- Strong attention to detail
- Willingness to go the extra mile
- Proficient in Microsoft Office applications
- Proficient in handling urgent and escalation cases
- Proficient knowledge of English (written and spoken)
- Bachelor’s/University degree or equivalent experience
Aufgaben
- Manage customer interactions and documentation issuance
- Review and set up systems for client onboarding
- Oversee daily management of client onboarding processes
- Define client onboarding requirements for account openings
- Deliver high-quality service to customers and internal partners
- Ensure timely and accurate execution of client onboarding functions
- Resolve customer issues and provide superior customer service
- Participate in project management within client onboarding services
- Manage cross-functional relationships with various teams
- Meet or exceed customer expectations based on service level agreements
- Support new customer requirements and initiatives
- Ensure compliance with internal processes and regulations
- Maintain a strong culture of risk and controls within the team
- Perform routine tasks while developing broader contextual knowledge
- Exercise independent judgment and autonomy in decision-making
- Assess risk in business decisions to protect the firm's reputation
- Drive compliance with laws and regulations, reporting control issues transparently
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citibank (Switzerland) AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Compliance Officer - Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Client Onboarding and KYC Specialist(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich
CICitibank (Switzerland) AG
Client Onboarding Intermediate Analyst(m/w/x)
Zürich
VollzeitVor OrtBerufserfahren
Nejo KI-Zusammenfassung
Managing client onboarding processes for tailored lending and wealth management services. 3-5 years in financial institution client onboarding and documentation review required. Independent work within a proactive team environment.
Anforderungen
- 3-5 years of experience in documentation review, client onboarding, account opening, and client contact in financial institutions
- Demonstrated interpersonal skills and pro-active teamwork
- Ability to work independently
- Exceptional written and verbal communication skills
- Highly motivated and persistent
- Ability to work in a structured, high volume, time sensitive, high-risk environment
- Capable of prioritizing and eager to learn multiple products
- Strong attention to detail
- Willingness to go the extra mile
- Proficient in Microsoft Office applications
- Proficient in handling urgent and escalation cases
- Proficient knowledge of English (written and spoken)
- Bachelor’s/University degree or equivalent experience
Aufgaben
- Manage customer interactions and documentation issuance
- Review and set up systems for client onboarding
- Oversee daily management of client onboarding processes
- Define client onboarding requirements for account openings
- Deliver high-quality service to customers and internal partners
- Ensure timely and accurate execution of client onboarding functions
- Resolve customer issues and provide superior customer service
- Participate in project management within client onboarding services
- Manage cross-functional relationships with various teams
- Meet or exceed customer expectations based on service level agreements
- Support new customer requirements and initiatives
- Ensure compliance with internal processes and regulations
- Maintain a strong culture of risk and controls within the team
- Perform routine tasks while developing broader contextual knowledge
- Exercise independent judgment and autonomy in decision-making
- Assess risk in business decisions to protect the firm's reputation
- Drive compliance with laws and regulations, reporting control issues transparently
Berufserfahrung
- 3 - 5 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
Tools & Technologien
- Microsoft Office
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Citibank (Switzerland) AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
Citibank (Switzerland) AG
Branche
FinancialServices
Beschreibung
Citi Global Wealth provides tailored lending, investment management, and holistic family wealth management services.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Compliance Officer - Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Vollzeitnur vor OrtSeniorZürich - 0877 Deutsche Bank (Suisse) SA
Client Onboarding and KYC Specialist(m/w/x)
Vollzeitnur vor OrtSeniorZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich