Job offer

Client Documentation Specialist 100% (f/m/d)

The Julius Baer Group is seeking a Client Documentation Specialist to handle the modification of client master data, various projects, and administrative tasks. The ideal candidate will have completed commercial training and have at least 3 years of professional experience in the field of bank client documentation.

Tasks

  • Request for missing documents and information from the front
  • Supporting front-line teams with questions related to customer documentation and data
  • Collaborating with relevant stakeholders (tax, legal, compliance) to continuously optimize and improve processes and procedures

Requirements

  • Completed commercial training (banking training is an advantage) or equivalent training
  • At least 3 years of professional experience in the field of bank customer documentation
  • Business proficiency in English and German

We offer

No information available.

Job details

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