Onboarding & Mutation Specialist

Contract Type:
Permanent

As a member of the Client Documentation Team
, the Client Documentation Specialist plays a key role in ensuring:

• A smooth end‑to‑end document process flow across the bank’s departments, especially in cases of changes in circumstances
• The quality, coherence, and accuracy of client data across the bank’s systems
• The relevance and validity of client instructions by performing signature control
• Efficient and responsive support to other bank departments and branches

• Day‑to‑Day Operations
  • Review client‑provided documentation for changes in circumstances or account closures, ensuring compliance with local and international regulations (e.g., CDB
    20, CRS, FATCA/QI) and internal directives and procedures
  • Formal checks: correct document versions, all mandatory fields completed, required signatures present
  • Consistency checks: alignment of data across IDs, corporate documents and bank forms
  • Verify that data entered by Wealth Management Teams in the bank’s systems is complete and consistent with the signed documentation
  • Perform four‑eyes checks and periodic internal controls to ensure procedural adherence and control quality
  • Provide high‑quality service to Wealth Management Teams by delivering clear, accurate feedback on errors or missing documents and responding promptly and professionally to queries related to your scope
• Coordination & Stakeholder Management
  • Act as a bridge between the Client Documentation Team and key stakeholders (Legal, Compliance, IT, Wealth Management), maintaining an efficient and consistent communication flow
  • Serve as a business partner by contributing expertise and practical guidance on complex client documentation cases, implementation of new regulations or internal decisions, departmental or bank‑wide projects impacting documentation processes
  • Coordinate cross‑functional efforts to streamline processes and continuously seek improvements
  • Foster a collaborative environment built on trust, open communication and cohesive team effort; facilitate problem solving across Teams

• Relevant work experience in a similar role in the finance industry is required
• Proficiency with Microsoft tools, particularly Excel
• Excellent English skills required;
  German, Italian, French, or another additional language is a strong plus
• Client‑service mindset, intellectual curiosity, and excellent interpersonal skills

Due to the responsibilities of the role, remote/home office work is unfortunately not possible. Start: asap.

Location:

Zurich.