Operations Officer “Client Data Services Natural Persons” (f/m/d)
On-siteZürich, Zurich, Switzerland
EXPIREDZürich, Zurich, SwitzerlandOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Manage the onboarding, maintenance, and amendment of private client relationships by reviewing account-opening documentation for completeness and accuracy. Perform data-quality checks on internal banking systems to ensure regulatory compliance and resolve discrepancies regarding client master data. Handle internal enquiries related to client documentation and support the ongoing optimization of administrative processes. Requires a completed commercial apprenticeship, fluent German and English, and strong MS Office skills. No applications via recruitment agencies will be considered.
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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