Client Data Services Specialist - Onboarding & Compliance

LGT Group; Zürich; On-site; CHF 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work models

At least 25 days annual leave

Maternity and paternity leave

Parental leave options

Childcare support

Job summary

LGT Group is seeking a detail-oriented professional to handle account openings for legal entities in Switzerland, ensuring high data quality and compliance with regulatory standards. You will coordinate with multiple departments and support ongoing process improvements in client data management.

Requirements include a commercial education and several years of experience, with strong German and good English skills, plus MS Office proficiency; Avaloq experience is a plus.

Qualifications

• Completed commercial education or comparable qualification.
• Several years of hands-on experience in account opening procedures and data handling.
• Excellent German and good English, both spoken and written.
• Proficiency in MS Office; Avaloq experience is advantageous.

Responsibilities

• Review and process account openings for legal entities in line with regulatory and internal requirements.
• Maintain, update, and monitor client data in compliance with legal and bank-specific standards.
• Professionally handle inquiries from various departments regarding client data and onboarding processes.
• Ensure adherence to relevant legal regulations (CDB, QI/FATCA, and AEOI).
• Take responsibility for regular data quality checks and data cleansing activities.
• Support the development and optimization of processes in client data management.

Skills

German language

English language

MS Office

Avaloq

Data quality

Education

Commercial education

Comparable qualification in finance/banking

Tools

Avaloq

Job description

LGT Group is seeking a detail-oriented professional to handle account openings for legal entities in Switzerland, ensuring high data quality and compliance with regulatory standards. You will coordinate with multiple departments and support ongoing process improvements in client data management.

Requirements include a commercial education and several years of experience, with strong German and good English skills, plus MS Office proficiency; Avaloq experience is a plus.