Job offer
Account Opening Support Specialist - Ireland
The position of Account Opening Support Specialist at Julius Baer in Dublin involves supporting front-office staff in opening, maintaining, and documenting client accounts. The specialist is responsible for the entire client onboarding process and works closely with the relationship manager and the compliance department.
Tasks
- Provide support to front-line staff regarding account openings, maintenance, and documentation.
- Managing the end-to-end client onboarding process in collaboration with the Relationship Manager and the Relationship Manager Assistant
- Serve as the single point of contact between Compliance and RM/RMA
- Ensure the quality and timeliness of account openings.
- Working with Front Risk Manager and Compliance to receive constructive feedback and ensure continuous improvement.
- Ensure low to zero rejection rates for account openings by improving the quality of KYC and SoW
Requirements
- Experienced in opening accounts.
- Client confidentiality—be aware of and comply with banking secrecy and non-disclosure requirements
We offer
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