Central Data Agent - CDD 6 months

Swissquote Bank SA; Chemin; Sur place; EUR 30 000 - 45 000; Plein temps

Résumé du poste

Une banque en ligne suisse de premier plan recherche un membre pour son département d'Onboarding Client. Le poste implique l'analyse de la documentation des clients, la gestion des données et la collaboration avec divers départements. Le candidat idéal doit avoir une expérience administrative, être rigoureux et maîtriser le français et l'anglais.

Qualifications

• Expérience dans un service administratif, de préférence en banque-assurance.
• Personne méthodique et rigoureuse, capable de travailler dans un environnement exigeant.
• Maîtrise du français et de l'anglais, l'allemand est un plus.

Responsabilités

• Analyser et renouveler la documentation légale et fiscale des clients.
• Gérer et mettre à jour les données clients.
• Collaborer avec les départements Front Office, Juridique et Conformité.

Connaissances

Rigueur

Communication

Analyse

Service client

Outils

Word

Excel

Outlook

Description du poste

Company Description

Building the bank of tomorrow takes more than skills.

It means combining our differences to imagine, discuss, code, develop, test, learn—and celebrate every step together.

Share our vibes? By joining Swissquote, you will become a member of the sector-leading company. You will be encouraged to develop your skills and grow within teams of highly qualified specialists. We support personal development and actively promote creative teamwork, leadership, and responsibility.

We are the Swiss leader in online banking, providing trading, investing, and banking services to over 500,000 clients through our performant and secure digital platforms.

Our over 1,000 employees work flexibly, without dress code, in multicultural teams.

By making a significant industry impact, they grow their skills portfolio and advance their careers in a fast-paced environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences, and perspectives to join our team and contribute to our shared success.

Are you all in? Don't be shy—apply!

Job Description

Within our Client Onboarding & Administration department, you will join the Central Data service. Your main missions will include:

• Analyzing, investigating, and renewing legal and fiscal documentation for individual client files (AML/KYC, FATCA, QI, CRS);
• Processing, updating, and managing client data;
• Entering account openings via correspondence, online, or video conference;
• Participating in maintaining and drafting internal procedures and improving bank systems and tools;
• Collaborating closely with Front Office, Legal, Tax Compliance, and Compliance departments;
• Regular interactions with Relationship Managers.

Qualifications

• Proven experience in an administrative service, preferably in banking-insurance or within a fiduciary company, or knowledge of various banking regulations;
• A methodical, rigorous person who can work in a demanding environment;
• Fluent in French and English, both written and spoken; German is a plus;
• Strong writing skills and good communication abilities;
• Proficiency in computer tools (Word, Excel, Outlook);
• An open personality, with a service-oriented attitude towards internal clients;
• Good integration skills.