CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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DEDeutsche Bank (Suisse) SA
Client Lifecycle Documentation and Data Maintenance Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Maintaining and coding client static data for a global bank, with FATCA/CRS documentation review. Strong attention to detail and accuracy required. Mental health support, preventive health initiatives.
Requirements
- Meticulousness, methodical approach, and solution-orientation
- Strong attention to detail and accuracy
- Team player with high service standards
- Flexibility and ability to manage multiple priorities
- Ability to work in a fast-paced environment
- Continuous improvement mindset
- Proactive approach to enhancing processes
- Knowledge of banking products and services (advantageous)
- Relevant experience in Financial Services
- Relevant experience in client lifecycle activities
- Relevant experience in a similar service-oriented role
- College degree (advantageous)
- Fluent written and spoken English
- Knowledge of German (plus)
- Knowledge of French (plus)
- Knowledge of Spanish (plus)
- Knowledge of Italian (plus)
Tasks
- Maintain and code client static data
- Ensure data accuracy, completeness, and consistency
- Support Client Service Executives on data updates
- Review FATCA, CRS, and other tax-related documentation
- Collaborate with coverage and product teams
- Support infrastructure functions for client service
- Contribute to ongoing projects
- Stay informed about relevant policies
- Support process and service quality improvements
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – Basic
- French – Basic
- Spanish – Basic
- Italian – Basic
Benefits
Mental Health Support
- Mental health support
- Counseling services
Learning & Development
- Training initiatives
Informal Culture
- Open communication culture
Healthcare & Fitness
- Preventive health initiatives
Other Benefits
- Supportive working environment
- Collaboration focus
- Inclusion focus
- Financial goal support
Team Events
- Strong connection building
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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DEDeutsche Bank (Suisse) SA
Client Lifecycle Documentation and Data Maintenance Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Maintaining and coding client static data for a global bank, with FATCA/CRS documentation review. Strong attention to detail and accuracy required. Mental health support, preventive health initiatives.
Requirements
- Meticulousness, methodical approach, and solution-orientation
- Strong attention to detail and accuracy
- Team player with high service standards
- Flexibility and ability to manage multiple priorities
- Ability to work in a fast-paced environment
- Continuous improvement mindset
- Proactive approach to enhancing processes
- Knowledge of banking products and services (advantageous)
- Relevant experience in Financial Services
- Relevant experience in client lifecycle activities
- Relevant experience in a similar service-oriented role
- College degree (advantageous)
- Fluent written and spoken English
- Knowledge of German (plus)
- Knowledge of French (plus)
- Knowledge of Spanish (plus)
- Knowledge of Italian (plus)
Tasks
- Maintain and code client static data
- Ensure data accuracy, completeness, and consistency
- Support Client Service Executives on data updates
- Review FATCA, CRS, and other tax-related documentation
- Collaborate with coverage and product teams
- Support infrastructure functions for client service
- Contribute to ongoing projects
- Stay informed about relevant policies
- Support process and service quality improvements
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degree
Languages
- English – Fluent
- German – Basic
- French – Basic
- Spanish – Basic
- Italian – Basic
Benefits
Mental Health Support
- Mental health support
- Counseling services
Learning & Development
- Training initiatives
Informal Culture
- Open communication culture
Healthcare & Fitness
- Preventive health initiatives
Other Benefits
- Supportive working environment
- Collaboration focus
- Inclusion focus
- Financial goal support
Team Events
- Strong connection building
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Deutsche Bank (Suisse) SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Deutsche Bank (Suisse) SA
Industry
FinancialServices
Description
The company has been a Global Hausbank for clients for over 150 years, offering services in Corporate, Private, Investment Banking, and Asset Management.
Not a perfect match?
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