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Asap: client services specialist - on-boarding experience (m/w)

New 15 May Kanton Zürich, Zürich Temp

Our client is a small but internationally actives bank catering to a very niche clientele. For their local Client Services Team in the center of Zurich we are looking for a motivated, highly organised teamplayer who can join the team ASAP until the end of the year at least.

Taking full charge of the client onboarding and due dilligence processAccount openings and maintenanceAdvising internal stakeholders on account opening processes (in line with internal policy and Swiss banking regulations) as well as advising the front office with regards to the banking softwareClient master data management (CRM and core banking system)Management of blocked accounts and account closure processAML and transaction monitoring, client researchManaging client tax matters and documentation (FATCA, QI, AEoI, CRS) Processing and control of client transactions (payment requests, security transfers, etc.)Client communications (regulatory updates, client letter distribution, new account confirmation, etc.)Ad-hoc project work

Interesting, diverse and challenging role in Client Services

Small, specialized and international bank - immediate start possible, 80-100%

Banking experience - previous on-boarding and account management experience are a must havePrevious exposure to tax topics such as FATCA, AEoI, etc. would be an advantageDue dilligence experienceInterest in IT sytems testing (CRM, onboarding)Very good MS Office skillsExperience with various proprietary systems (CRM, client on-boarding, archiving, etc.)Knowledge of AML related regulationsFluent in English (written and spoken), any other languages are a plusPrecise and attentive to detailQuick learner with strong communication

Do you recognize yourself in the profile for this exciting opportunity? Do you bring the right skill- and mind-set to be succesful in this position and can you start very soon? Then apply now!

Extremely diverse and challenging Client Services roleWorkplace in the center of Zurich, small and familiar team