Client Documentation Specialist 100% H/f
Genf, Switzerland
Job Description
\\n We are looking for a profile for a famous private bank in Geneva :
Client Documentation Specialist - Permanent contract
Be 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
Qualification
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)\\n \\n \\n \\n \\n \\n
Client Documentation Specialist - Permanent contract
Be 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
Qualification
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)\\n \\n \\n \\n \\n \\n
\\n\\n Randstad\\n \\n\\n
\\n
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Job Detail
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Job IdJD1604175
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGenf, Switzerland
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EducationNot mentioned