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Post :
Client Documentation Specialist (Zurich, 100%)
Office :
Zürich
Starting Date :
01.08.2024
Temps de travail :
100%
Domaine :
COO - Client Documentation
 

Client Documentation Specialist (Zurich, 100%)

Description

Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and the start of a long line of financiers and diplomats of whom Edgar de Picciotto and his descendants are the successors. Today, the Bank's staff draw their inspiration and drive from the founding family's subtle blend of strong moral values and pragmatism, which to this day remain the key to UBP’s success.

Mission

Ensure the quality and the accuracy of the client’s data at any stage of the banking relationship.

Challenges

Being accurate and detail-oriented; work under pressure with high volume and tight deadlines.

Main responsibilities

  • Input data of account openings and modifications in different systems
  • Provide first class customer service to stakeholders
  • Verify that the information entered in the Bank's systems is complete according to the documentation signed
  • Signature checks
  • Digitize and scan clients account documentation amendments and opening 
  • Close relationship with Relationship Managers, answering their requests
  • Provide first class customer service to stakeholders
  • Handle administrative tasks in an efficient manner
  • Coordinate efforts to help a smooth flow in the process and always seek for improvements

This is a 100% role located in Zurich.

Education

  • Education: Diploma
  • Certification: Diploma/Certificate in a related field

Experience

  • Years of experience: 3-7 : intermediate
  • Experience required:
  • Knowledge in CDB regulations
  • Solid banking-knowledge
  • Experience in private banking: Preferred

Language

  • German: Fluent
  • English: Fluent
  • French: Basic

Personal skills

  • Swiss resident: Mandatory

  • detail-oriented
  • works well under stress; stress resistance

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