Job offer
Client Documentation Specialist
The Julius Baer Group is seeking a Client Documentation Specialist to handle client master data modifications, provide administrative support, and communicate with the front office team. 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 missing documents and information from the front desk.
- Support the front team in questions related to customer documentation and data
- Work with relevant stakeholders (tax, legal, compliance) to continuously streamline and improve processes and procedures.
- Primarily taking care of modification of static data of clients, various projects, and other administrative support
Requirements
- Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training
- At least 3 years of professional experience in the field of bank customer documentation
- Business fluent in English & German
We offer
- Opportunity to be part of a team and shape the future of wealth management together
Job details
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