Operations Officer “Client Data Services Natural Persons” (f/m/d)
On-siteZürich, Zurich, Switzerland
Job Summary
Manage the onboarding, maintenance, and amendment of private client relationships, including updates to client data and documentation. Review and process account-opening and client documentation for formal completeness and substantive accuracy. Maintain, update, and ensure the quality of client data in internal banking systems by performing data-quality checks and resolving discrepancies. Handle and respond to internal enquiries relating to client master data and account openings. Support the ongoing development and optimization of processes. Requires a completed commercial apprenticeship or equivalent, ideally within financial services, with professional experience in account opening and client administration. Fluency in German and English is essential, alongside strong MS Office skills and knowledge of Avaloq or CLM. Full-time employment in Switzerland with salary commensurate with experience.
Required Qualifications
- Completed commercial apprenticeship or equivalent qualification
- Professional experience in account opening, client administration or documentation/formalities within a bank
- Excellent written and spoken German
- Good written and spoken English
- Confident user of standard MS Office applications
- Strong sense of quality and responsibility
- A careful, structured and efficient approach to work
- A self-driven, reliable and collaborative team member with a strong service orientation
- Ability to prioritise effectively during periods of high workload
- Ability to communicate clearly and appropriately with internal stakeholders
Desired Qualifications
- Ideally within the financial services sector
- Familiarity with regulatory and compliance requirements
- Additional language skills
- Knowledge of Avaloq and/or CLM
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