client documentation officer, private bank
On-site•Salary not specified
Location not specified
Job Description, Responsibilities & Requirements
About the Position
We are 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 counterparties.
- Ensure onboarding welcome packs are processed and sent to clients.
- Review documents submitted by the front office.
- Process client's changes in circumstances and amendments on the account.
- Ensure document deficiencies are accurately tracked.
Requirements
- Banking experience
Employment Type
- Contract
Location
- APAC, Europe, America
About the Company
Our client is a global Private Bank, with a strong presence across APAC, Europe, and America.