The AI Job Search Engine
Officer Client Data Services Legal Entities(m/w/x)
Description
In this role, you will manage the account opening and maintenance processes for legal entities, ensuring data quality and compliance with regulations. Your daily responsibilities will include handling inquiries, conducting data checks, and optimizing client data management.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Completed commercial education or comparable qualification
- •Several years of hands-on experience in account opening procedures
- •Excellent German and good English language skills
- •Proficiency in MS Office; experience with Avaloq is an advantage
- •High level of reliability and self-organization
- •Strong initiative and willingness to take responsibility
- •Accurate and structured way of working; advanced communication skills
Education
Work Experience
approx. 1 - 4 years
Tasks
- •Review and process account openings for legal entities
- •Maintain and update client data in compliance with legal standards
- •Monitor client data to ensure adherence to bank-specific requirements
- •Handle inquiries from various departments regarding client data
- •Ensure compliance with relevant legal regulations
- •Conduct regular data quality checks
- •Execute data cleansing activities
- •Support the development and optimization of client data management processes
Tools & Technologies
Languages
German – Native
English – Business Fluent
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteExperiencedZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Full-timeOn-siteSeniorZürich - TMF Group
Corporate Services Officer(m/w/x)
Full-timeOn-siteJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Compliance Officer - Private Banking Compliance(m/w/x)
Full-timeOn-siteExperiencedZürich - MEVELIN AG
Trust & Fiduciary Officer(m/w/x)
Full-timeOn-siteSeniorZürich
Officer Client Data Services Legal Entities(m/w/x)
The AI Job Search Engine
Description
In this role, you will manage the account opening and maintenance processes for legal entities, ensuring data quality and compliance with regulations. Your daily responsibilities will include handling inquiries, conducting data checks, and optimizing client data management.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Completed commercial education or comparable qualification
- •Several years of hands-on experience in account opening procedures
- •Excellent German and good English language skills
- •Proficiency in MS Office; experience with Avaloq is an advantage
- •High level of reliability and self-organization
- •Strong initiative and willingness to take responsibility
- •Accurate and structured way of working; advanced communication skills
Education
Work Experience
approx. 1 - 4 years
Tasks
- •Review and process account openings for legal entities
- •Maintain and update client data in compliance with legal standards
- •Monitor client data to ensure adherence to bank-specific requirements
- •Handle inquiries from various departments regarding client data
- •Ensure compliance with relevant legal regulations
- •Conduct regular data quality checks
- •Execute data cleansing activities
- •Support the development and optimization of client data management processes
Tools & Technologies
Languages
German – Native
English – Business Fluent
About the Company
LGT Bank (Schweiz) AG
Industry
FinancialServices
Description
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group.
- CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Documentation Specialist(m/w/x)
Full-timeOn-siteExperiencedZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Full-timeOn-siteSeniorZürich - TMF Group
Corporate Services Officer(m/w/x)
Full-timeOn-siteJuniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Compliance Officer - Private Banking Compliance(m/w/x)
Full-timeOn-siteExperiencedZürich - MEVELIN AG
Trust & Fiduciary Officer(m/w/x)
Full-timeOn-siteSeniorZürich