Job offer
Client Documentation Generalist 100% (f/m/d)
Julius Baer is seeking a Client Documentation Generalist (100%) in Zurich who will be responsible for ensuring the accuracy and completeness of client documentation and for supporting compliance administrators in process optimization.
Tasks
- Ensuring the accuracy and completeness of account documentation and customer data for account opening and lifecycle management.
- Assist compliance administrators in collecting, processing, and supplementing missing documents and information.
- Collaborate with relevant stakeholders (tax, legal, compliance) to continuously optimize and improve processes and procedures.
Requirements
- Completion of a business apprenticeship (banking apprenticeship preferred) or equivalent training.
- A highly organized, structured, and meticulous approach to work.
Job details