Client Documentation Specialist 100% H/F

Finance / Accounting

We are looking for a profile for a famous private bank in Geneva :Client Documentation Specialist - Permanent contractBe a support to the Wealth Management teams in providing them account documentation. Prepare Client visits and manage account closures.
3-5 years experience

Main duties

- Process info of deceased clients in the Client Documentation application (Blocking of account, Succession process)

- Perform Name search

- Manage Client visits, including preparation, amendments and finalization

- Provide account documentation to the Wealth Management Departments and ensure on a timely manner, an irreproachable quality of work

- Manage Account closures

- Manage Bank's archives

Core competencies

- Polyvalent, flexible and dynamic

- Client service oriented

- Able to work indepentdantly and in a team

- Able to delegate tasks

- Work in Problem solving solution and seek opportunities for improvements

- Risk awareness and excellent management of priorities

- Excellent communication skills with open and transparent communication

- Analytical skills and pay attention to details


Previous experience of minimum 5 years experience in a central file environment

- Experience on Record Management

- Experience in Banking and Legal Documentation

- Project Management exposure in previous experiences (a plus)

Other Skills/Abilities

- French & English speaking (fluent)

- Other languages (a plus)