Client Data Support

Your Role:

Update KYC and client information in core banking systems.
Ensure data accuracy in the Wealth Management system and Account Opening Documents.
Input and authorize simple client updates: address/contact changes, hold mail updates, online banking, and credit card setups.
Organize and maintain physical archives.
Conduct client searches via internal banking systems.
Handle client data provision requests within the banking systems.
Perform signature verification and update client records.
Lead data cleansing projects by reviewing client documents and system data.
Support data migration projects with the project team.
Take on ad hoc projects assigned by the supervisor.

What We’re Looking For:

Experience & Expertise:
2 years of experience in banking/finance, specializing in KYC, account documentation, risk, and compliance.
Knowledge of Avaloq? Big plus!
Good understanding of banking products, services, regulations, and policies.

Ability to work under pressure and manage multiple tasks.
Analytical mindset with a problem-solving approach.
Exceptional time management and organizational skills.
Excellent verbal and written communication skills. English & French an asset!
High level of integrity and strong work ethics.
Team player with great consulting abilities.