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JUJulius Baer

Cds Business Support & Development Manager(m/w/x)

Zürich
Full-timeOn-siteExperienced
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Implementing new forms and defining processes within CRM/CLM for client documentation. Banking apprenticeship or higher education and 3+ years in client documentation service required. Daily operational support for account opening and modification teams.

Requirements

  • Banking apprenticeship or higher education
  • At least 3 years of professional experience in client documentation service
  • Knowledge of banking regulatory requirements (CDB)
  • Experience with client database systems (CRM, CLM, KYC)
  • Experience in financial institution and banking practices
  • Strong analytical and problem-solving abilities
  • Attention to detail and structured thinking
  • Excellent written and verbal communication skills
  • English and German language proficiency
  • Ability to convey complex information clearly
  • Proactive, solution-driven mindset
  • Strong willingness to learn
  • Willingness to contribute
  • Ability to manage competing priorities under pressure
  • Collaborative teamwork skills
  • Adaptability to dynamic, fast-paced environment
  • Proficient user in MS Office applications
  • Excel and PowerPoint skills

Tasks

  • Manage daily operational administrative tasks
  • Support the Account Opening and Modification Team
  • Maintain internal guides up-to-date
  • Implement new forms into CRM/CLM system
  • Define associated processes for new forms
  • Perform LEI applications and renewals
  • Manage form-related internal master data
  • Create and adapt internal work instructions
  • Collaborate with Legal & Compliance and Tax Department
  • Support Client Documentation team on bank forms
  • Clarify processes with Legal & Compliance and specialist departments
  • Publish and adapt guidelines and procedures in Team Net
  • Commission new or existing guidelines and procedures
  • Review end-to-end processes for efficiency and compliance
  • Enhance client experience through process reviews
  • Maintain master data for forms
  • Manage LEI applications and renewals
  • Support clean-up exercises

Work Experience

  • 3 years

Education

  • Vocational certificationOR
  • Bachelor's degree

Languages

  • English – Business Fluent
  • German – Business Fluent

Tools & Technologies

  • CRM
  • CLM
  • KYC
  • MS Office
  • Excel
  • PowerPoint
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