Client Account Administration Officer
3 weeks ago
We are seeking a dedicated Data & Documentation Administrator to join our dynamic team at Union Bancaire Privee. This role offers a diverse range of responsibilities, ensuring that no two days are alike. As a vital member of a small team, you will receive comprehensive training to effectively manage and deliver precise client data across various departments.
Key Responsibilities- Client Account Management: Efficiently open and close client accounts, ensuring timely processing.
- E-Banking Setup: Establish and maintain clients' electronic banking services.
- Database Maintenance: Oversee the client database, including compliance monitoring.
- Reporting: Generate reports for Compliance, Wealth Management, and Tax Departments.
- Documentation: Take minutes and submit necessary documentation to the Account Opening Committee.
- Payment Authorization: Authorize payments and account instructions, ensuring compliance with account conditions.
- Proficiency in English, both spoken and written.
- Submission of a CV is required.
- Strong keyboard skills.
- References are necessary.
Join us in this exciting opportunity to contribute to our client-focused operations and enhance your professional skills in a supportive environment.
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Director, Client Accounting
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Trust and Company Administrator
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Client Compliance Administrator
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Client Data Coordinator
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