Client Onboarding Specialist

Tiger Recruitment are seeking an experienced Client Onboarding Specialist to join a leading private banking institution on a 6-month contract based in Zurich, Switzerland
.

This is an excellent opportunity for a detail-oriented financial services professional with experience in client onboarding, account opening, account migration, or relationship management support
. The successful candidate will play a key role in supporting a large-scale account migration project, ensuring seamless client onboarding, regulatory compliance, and asset transfers within strict project deadlines.

• Manage end-to-end client onboarding and account opening processes
• Review account documentation to ensure accuracy, completeness, and regulatory compliance
• Prepare and process account opening documentation
• Perform data input and account setup within core banking systems
• Coordinate and instruct asset transfers as part of client account migrations
• Partner closely with Relationship Managers, AML, and Compliance teams to ensure adherence to internal policies and regulatory requirements
• Support the migration of client accounts while maintaining exceptional service standards
• Liaise with internal stakeholders to ensure smooth execution of onboarding activities
• Identify potential risks or documentation gaps and proactively resolve issues
• Ensure all client information is handled with the highest level of discretion and confidentiality

• Minimum 3 years' experience within financial services
• Previous experience in Client Onboarding, Account Migration, Private Banking Operations, Account Opening, or Relationship Manager/Client Service Support
• Experience working within a private banking or wealth management environment
• Familiarity with core banking, custody, or order management systems
• Strong understanding of regulatory frameworks including MiFID II, Dodd-Frank, EMIR, FATCA/CRS, GDPR
  , and other relevant jurisdictional requirements
• Fluent English (written and spoken)
• Exceptional attention to detail and organisational skills
• Strong communication skills with the ability to collaborate across multiple departments
• Ability to manage multiple priorities and work effectively under tight deadlines
• High levels of professionalism, integrity, and discretion when handling sensitive client information

• Experience with project management tools such as JIRA and Confluence
• Previous experience supporting legal entity or large-scale account migration projects, including post-Brexit migrations
• Additional European languages are advantageous
• Experience working within a Big Four consultancy or transformation/change management environment

The ideal candidate will be proactive, organised, and solutions-focused, with a strong operational mindset. They will thrive in a fast-paced project environment, possess excellent problem-solving abilities, and demonstrate a commitment to delivering a seamless client experience while maintaining the highest regulatory and operational standards.

This position is ideal for professionals with a background in Private Banking Assistant, Relationship Management Support, Client Onboarding, or Account Opening
, who are looking to contribute to a high-profile client migration project within a leading private banking environment.