Officer Client Data Services Legal Entities (f/m/d) – 100%
Based in Switzerland
Core
Handle formalities for account opening and maintenance for legal entities in Switzerland, ensuring data quality and regulatory compliance.
Role type
Client Data Services Officer (Legal Entities)
Builds
Client accounts and data records for legal entities
Domain
Private Banking / Asset Management
Required skills
Account opening procedures, regulatory compliance (CDB, QI/FATCA, AEOI), data quality management, data cleansing, process optimization, MS Office
Preferred skills
Avaloq experience
Responsibilities
Review and process account openings for legal entities, maintain and update client data, handle inquiries regarding client data and onboarding, execute data cleansing activities, support process optimization
Seniority
Mid-level, hands-on IC