Act as central point of contact for the Front Office and internal stakeholders (CLM KYC, AFC/Compliance, Legal and Middle Office Operations) concerning client on-boarding queries and status updates until final client adoption/review
Identify and fill-in account opening documents, liaise effectively with client-facing teams and provide strategic guidance as needed around preparation of client documentation in a high quality and timely manner.
Handle/oversight of account maintenance activities, – passport expiry, and documentation deferral tracking until resolution.
Review, assess and approve FATCA and CRS documents
Account opening activation and codification of account maintenance documentation in Avaloq
Participate in the continuous assessment and recommend actions to improve the client servicing process
Produce regular reporting on client servicing, define and track improvement actions
Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
Take on further responsibilities depending on personal job development and the evolution and needs of the team
Ensure adequate support is rendered during regulatory and internal audits.
Complete remediation/other projects as and when applicable within the stipulated deadlines.
Highlight any suspicious activity to Head of Business/Business Manager/Office Manager in a timely manner.

Education : Bachelor degree in economic or financial a must
Master degree a plus.
Experience : 3 to 10 years of experience in Documentation position in an International Private Bank.
Language : Fluent English skills
MS Office Proficiency : Advanced skills in using Excel/PowerPoint/Word
Communication Skills : Excellent written and verbal communication skills for interacting with diverse stakeholders.
Interpersonal Skills : Ability to build relationships, work effectively in teams, and collaborate with others across different locations.
Problem-Solving Skills : Ability to identify and solve problems, often under pressure.
Time Management : Ability to prioritize tasks, manage time effectively, and meet deadlines.
Adaptability : Willingness to learn new skills and adjust to changing priorities and situations.
Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.

Emotionally and mentally balanced We support you in dealing with life crises, maintaining stability through illness, and maintaining good mental health.
Physically thriving We support you managing your physical health by taking appropriate preventive measures and providing a workplace that helps you thrive.
Socially connected We strongly believe in collaboration, inclusion and feeling connected to open up new perspectives and strengthen our self-confidence and well-being.
Financially secure We support you to meet personal financial goals during your active career and for the future.

Client Implementation Specialist

Key skills