Client Documentation Specialist — Flexible Work

Bank Julius Bär & Co. Ltd.; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Julius Baer in Zurich is seeking a meticulous professional to ensure accuracy and completeness of account documentation and client data for account openings and lifecycle management.

You will review documents for individuals and entities, verify FATCA/CRS compliance, and coordinate with Tax, Legal and Compliance to streamline processes. The role requires strong organization, discretion, and a client‑oriented attitude.

Qualifications

• Must be highly organized and accurate in handling documents.
• Able to work under pressure while maintaining focus.
• Strong discretion and trustworthiness.
• Excellent attention to data quality and regulatory requirements.
• Knowledge of CDB20 and FATCA/QI/CRS is required.
• Minimum 3 years of experience in bank customer documentation.
• Completed banking apprenticeship or equivalent training.

Responsibilities

• Review documents of individuals and entities for completeness and accuracy per CDB20 and directives.
• Review FATCA and CDB formalities for CRS/AEI alignment.
• Control and approve captured customer data and account documents.
• Capture deficiencies and request missing documents from the front.
• Support front regions with questions related to customer documentation and data.
• Cooperate with Tax, Legal, Compliance to streamline processes and procedures.

Skills

Highly organized

Attention to detail

Discretion and trustworthiness

Customer oriented

Pressure management

CDB20 knowledge

FATCA/CRS knowledge

Education

Banking apprenticeship or equivalent training

Job description

Julius Baer in Zurich is seeking a meticulous professional to ensure accuracy and completeness of account documentation and client data for account openings and lifecycle management.

You will review documents for individuals and entities, verify FATCA/CRS compliance, and coordinate with Tax, Legal and Compliance to streamline processes. The role requires strong organization, discretion, and a client‑oriented attitude.