CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS - Client Services Officer(m/w/x)
Full-timeOn-siteSenior
Zürich
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BABanque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading client onboarding and documentation management for internationally active entrepreneurs and families at a boutique bank. 10+ years financial industry experience, including 6 years in similar function, with FATCA/CRS/QI knowledge required. Subject matter expert role in a specialized boutique bank setting.
Requirements
- University degree in Business Administration, Economics, Law, related fields, or equivalent educational pathway
- At least 10 years professional experience in financial industry, including 6 years in similar function
- Up to 4 years additional experience from relevant financial sector roles (Operations, Front Office, Risk, Compliance)
- Strong understanding of complex client structures and international onboarding requirements
- Solid knowledge of FATCA, CRS, QI with hands-on experience in controls, reporting, tax processes
- Strong technical affinity and confidence with multiple systems and tools
- High attention to detail, strong analytical skills, data-quality focus, proactive, solution-oriented mindset
- Ability to manage multiple priorities independently, structured coordination, robust documentation
- Collaborative team player, knowledge sharing, continuous improvement contribution
- Proficiency in English (written and spoken)
- German language skills (asset)
Tasks
- Lead and execute client onboarding for individuals and legal entities
- Maintain and update client static data in core systems
- Manage client documentation across the lifecycle
- Ensure proper archiving and record-keeping of documentation
- Act as subject matter expert for team responsibilities
- Ensure strong governance for FATCA, CRS, QI controls
- Manage reconciliations and exception handling for FATCA, CRS, QI
- Conduct and enhance L1 controls for FATCA/CRS reporting
- Conduct and enhance reconciliations for FATCA/CRS reporting
- Monitor QI withholding processes and manage exceptions
- Act as primary contact for compliance and auditors
- Resolve queries with Front Office, Compliance, Legal, Operations
- Expedite case processing with Front Office, Compliance, Legal, Operations
- Initiate and contribute to process improvement initiatives
- Support transformation projects, including UAT
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Business Fluent
- German – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Internationale à Luxembourg (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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BABanque Internationale à Luxembourg (Suisse) SA
Senior Client Service Officer(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Leading client onboarding and documentation management for internationally active entrepreneurs and families at a boutique bank. 10+ years financial industry experience, including 6 years in similar function, with FATCA/CRS/QI knowledge required. Subject matter expert role in a specialized boutique bank setting.
Requirements
- University degree in Business Administration, Economics, Law, related fields, or equivalent educational pathway
- At least 10 years professional experience in financial industry, including 6 years in similar function
- Up to 4 years additional experience from relevant financial sector roles (Operations, Front Office, Risk, Compliance)
- Strong understanding of complex client structures and international onboarding requirements
- Solid knowledge of FATCA, CRS, QI with hands-on experience in controls, reporting, tax processes
- Strong technical affinity and confidence with multiple systems and tools
- High attention to detail, strong analytical skills, data-quality focus, proactive, solution-oriented mindset
- Ability to manage multiple priorities independently, structured coordination, robust documentation
- Collaborative team player, knowledge sharing, continuous improvement contribution
- Proficiency in English (written and spoken)
- German language skills (asset)
Tasks
- Lead and execute client onboarding for individuals and legal entities
- Maintain and update client static data in core systems
- Manage client documentation across the lifecycle
- Ensure proper archiving and record-keeping of documentation
- Act as subject matter expert for team responsibilities
- Ensure strong governance for FATCA, CRS, QI controls
- Manage reconciliations and exception handling for FATCA, CRS, QI
- Conduct and enhance L1 controls for FATCA/CRS reporting
- Conduct and enhance reconciliations for FATCA/CRS reporting
- Monitor QI withholding processes and manage exceptions
- Act as primary contact for compliance and auditors
- Resolve queries with Front Office, Compliance, Legal, Operations
- Expedite case processing with Front Office, Compliance, Legal, Operations
- Initiate and contribute to process improvement initiatives
- Support transformation projects, including UAT
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- English – Business Fluent
- German – Basic
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Internationale à Luxembourg (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.
About the Company
Banque Internationale à Luxembourg (Suisse) SA
Industry
FinancialServices
Description
BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families.
Not a perfect match?
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