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

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.