Client Documentation Specialist 100% (f/m/d)

Key information

  • Publication date:28 January 2026
  • Workload:100%
  • Place of work:Zürich

Job summary

Join Julius Baer, a leader in wealth management, fostering individuality. Shape the future with a supportive and entrepreneurial environment.

Tasks

  • Manage modification of client static data and support projects.
  • Review client documents for compliance with CDB 20 and FATCA.
  • Collaborate with stakeholders to enhance processes and documentation.

Skills

  • Minimum 3 years in bank customer documentation; banking training preferred.
  • Strong knowledge of CDB 20, FATCA/QI, and CRS regulations.
  • Fluent in English and German with attention to detail.

Is this helpful?

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

We are looking for a flexible and versatile individual who will join the team account modification. Primarily taking care of modification of static data of clients, various projects and other administrative support.

IHRE AUFGABEN

  • Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines

  • Review FATCA and CDB formalities for consistency with CRS/AEI formalities

  • Control and approve captured customer data and account documents

  • Capture deficiencies detected

  • Request missing documents and information to the front

  • Support the front regions in questions related to customer documentation and data

  • Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures

YOUR PROFILE

  • Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training

  • At least 3 years of professional experience in the field of bank customer documentation

  • Good knowledge of the Code of Conduct for Banks (CDB20) and FATCA/QI/CRS

  • Very organized, structured and accurate way of working

  • Committed, responsible and resilient personality

  • Customer oriented attitude and capability to work under pressure without losing focus

  • High level of discretion and trustworthiness 

  • Networked thinking and quick comprehension skills

  • business fluent in English & German

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

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