Référence : 2208-100412-1-6
Responsibilities:
Support the Front Office on the new client adoption and account maintenance activities
Participate in the continuous assessment and recommend actions to improve the client onboarding process
Track account opening and maintenance process and proactively follow-up across Front Office teams on progress and propose assistance in resolution of related issues
Produce regular reporting on account opening process, define and track improvement actions
Participate in the periodic projects with the objective to share the expertise and contribute to the new process efficiency
Profile:
Good knowledge of client documentation and regulations in Swiss banking
Good problem-solving skills, multitasking, attention to detail and accuracy
At least 5 years of Financial Services experience in similar role including new client adoption and account maintenance
Working knowledge of Avaloq and Appway is a plus
Knowledge of CRS and FATCA regulation is a plus
Excellent level of English, French a plus