Job offer
Client Documentation Specialist
The position as Client Documentation Generalist at Julius Baer in Luxembourg involves managing client documentation and reviewing documents throughout the client lifecycle. The ideal candidate will have at least 2 years of experience in a similar field and have a good knowledge of Office products and fluent English.
Job description
The Client Documentation Service supports Bank Julius Baer Europe S.A. clients throughout all phases of the client lifecycle. The offering includes advisory offices in Luxembourg, Ireland, Spain, Portugal, and Italy.Tasks
The tasks include:- Client documentation for external asset managers, external financial administrators, self-managed portfolios, discretionary asset management, and special cases
- Management of changes in the customer lifecycle, such as opening new accounts, new portfolios, new mandates, deleting powers of attorney, and creating new powers of attorney
- Scanning and indexing of documents, administration of estates and special conditions
- Management of e-services and DDS, CDS assessment for new accounts, and form verification
Requirements
The requirements for this position are:- Academic or banking background and/or initial professional experience (at least 2 years) in a similar field
- Experience with T24 (web) and TripleA+ is an advantage.
- Organizational and planning skills for daily business transactions
- Conscientious, independent, customer- and service-oriented
- Good knowledge of Office products such as Outlook, Word, and Excel
- Fluent spoken and written English; other languages are an advantage
We offer
We offer a challenging and varied role in an international environment.Job details
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