About the Position

We're seeking a Client Documentation Officer for a Private Bank to ensure accurate processing of client data and documents.

Responsibilities

Ensure accurate processing of opening, closure, and data maintenance for the bank's clients, agents, and counterparty.
Ensure onboarding welcome pack is processed and sent to clients.
Review documents submitted by the front office.
Process client's change in circumstance and amendments on the account.
Ensure document deficiencies are accurately tracked.