Client Onboarding Officer

As Client Onboarding Officer at Bank J. Safra Sarasin you are responsible for reviewing and processing client documentation and client data, ensuring data completeness and correctness throughout the life-cycle of the clients in the Bank and provide excellent service to all units of the Bank.

Your Responsibilities

• Reviewing and processing all account openings, ensuring a smooth operational activity for the clients
• Supporting and interacting closely with our Client Relationship Managers, enabling them to further develop their business
• Act as the bridge between the bank’s different stakeholders including Front, Legal, Compliance, IT to ensure aligned interests
• Supporting the bank in transitioning from manual and paper-based customer files to a digital onboarding process
• Managing physical and electronic static data throughout the life-cycle of a client
• Verifying clients' signature on documents and instructions ...