Client Documentation Specialist

Lynx Beleggen; Amsterdam; On-site; EUR 45,000 - 55,000; Full time

Benefits offered by this job

Competitive salary based on experience

Flexible working hours

Fixed 13th-month salary

Pension scheme

Travel expense reimbursement

Annual training budget of €2,000

Job summary

A leading FinTech firm in Amsterdam seeks a Client Documentation Specialist to ensure high-quality client-facing documentation. You'll be responsible for drafting and improving policies, managing documentation compliance, and aligning client experiences with internal processes. Ideal candidates will possess strong writing skills, 1–3 years of experience in documentation management, and a relevant degree. The position offers flexible hours, a competitive salary, and a dynamic work environment.

Qualifications

• 1–3 years of experience in policy writing, documentation management, or governance support in financial services.
• Ability to translate complex topics into clear and accessible documentation.
• Strong organizational skills with a structured approach.

Responsibilities

• Draft, review, and improve all client-impacting policies.
• Translate internal processes into understandable documentation.
• Develop and update client agreements and terms.

Skills

Detail-oriented

Strong writing skills

Stakeholder management

Education

Bachelor’s or Master’s degree in Business Administration, Finance, Communication, or a related field

Job description

Overview

As Client Documentation Specialist you play a key role in safeguarding the quality and clarity of all client-impacting documentation within LYNX. As part of the Client Governance & Control team, you are responsible for drafting, maintaining, and continuously improving all policies and agreements that directly influence our clients and the Client Service department. Your focus is not only correctness, but also clarity: policies and agreements must be understandable, practical, and aligned with how we serve clients in practice. In addition, you support the Team Lead Client Governance & Control with administrative coordination and act as a corporate secretary within the team, helping maintain structure, oversight, and follow-up. You also ensure estate cases are handled with professionalism, empathy, and efficiency.

What you’ll do

• Policy Ownership: Draft, review, and continuously improve all client-impacting policies to ensure clarity, consistency, and client-centric language.
• Documentation Translation: Translate complex internal processes into structured and understandable documentation for both clients and service teams.
• Agreement Management: Develop and update client agreements, general terms and conditions, and related annexes in close cooperation with stakeholders.
• Documentation Governance: Ensure clear version control, structured documentation management, and smooth approval processes within the Client Governance & Control framework.
• Stakeholder Alignment: Act as a bridge between Client Services and supporting departments to ensure policies are practical and enhance the client experience.
• Corporate Secretary Support: Support the Team Lead with meeting preparation, documentation, action tracking, and general administrative coordination.
• Documentation Oversight: Maintain a structured overview of all client-related documentation and ensure timely reviews and updates.
• Estate Case Handling: Process estate cases of deceased clients accurately and empathetically, coordinating documentation, communication with heirs, and internal follow-up.

Who you are

You are a structured and detail-oriented professional with strong writing skills and a passion for translating complexity into clarity. You understand that high-quality documentation is essential for both compliance and client experience.

• You have a Bachelor’s or Master’s degree in Business Administration, Finance, Communication, or a related field
• You have 1–3 years of experience in policy writing, documentation management, governance support, or a similar role within financial services
• You have strong writing and editing skills, with the ability to make complex topics clear and accessible
• You work in a highly structured, organized, and detail-oriented way
• You have strong stakeholder management skills and collaborate effectively across departments
• You are professional, discrete, and service-oriented in your approach

Nice to have

• Experience within a brokerage, investment firm, or other client-focused financial institution
• Familiarity with client lifecycle processes (Product Governance, KYC, lifecycle events, tax documentation, Best Execution)
• Experience handling estate or succession cases in a financial services environment
• Experience supporting management or team leadership in a governance or coordination role

What do we offer

• A competitive salary based on experience
• Flexible working hours in the heart of Amsterdam
• A fixed 13th-month salary
• Pension scheme
• Travel expense reimbursement
• An annual training budget of €2,000, freely allocated to your professional development
• Team outings, social drinks, and an annual weekend trip with the entire team

Who we are

"LYNX helps you invest in yourself."

"Working at LYNX means joining the LYNX family."

"The development opportunities make LYNX the best place to work."

This is what employees say about LYNX, and it reflects exactly what we aim to offer: an environment where you can get the best out of yourself.

From our offices in Amsterdam, Ghent, Berlin, and Prague, we work every day to provide private and professional clients with the best trading opportunities through a fast, user-friendly, and reliable platform.

LYNX is an international FinTech company where around 300 colleagues contribute to client success across Europe in an informal, collaborative, and growth-oriented environment.