Client Documentation Specialist

 — Genève
03 May | Employee | 100%

Our agency of has been operating since 1982 as experts in recruitment of highly skilled candidates.

We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.

Client Documentation Specialist

Responsibilities:

  • 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
 
Profile:
  • Education: High School/ Maturité / Baccalauréat
  • Years of experience: 3-7 : intermediate
  • Experience in private banking: Mandatory
  • French: Fluent
  • English: Fluent

 

We'll be pleased to examine your application within discretion.

Please note that we will only reply to complete applications (resume, work certificates, diplomas, cover letter) matching the profile required.

Please check our website : http://www.ficoba.ch/

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