Client Onboarding & Documentation Specialist

Position Overview

Multiple roles open in Zürich and Geneva.

Client Lifecycle Management role to provide expert advice to Client Advisors from KYC/AML and documentation angle, assist Front‑Office and liaise with control, policy issuing functions, handle client onboarding queries, and ensure completeness and correctness of client data. No financial or tax advice is offered.

Responsibilities

• Act as central point of contact for Front Office and internal stakeholders concerning client onboarding queries and status updates until final client adoption or review.
• Identify and fill in account opening documents, liaise effectively with client‑facing teams, and provide strategic guidance around preparation of client documentation in a high‑quality and timely manner.
• Handle / oversee account maintenance activities – passport expiry and documentation deferral tracking until resolution.
• Review, assess and approve FATCA and...