Customer Documentation Clerk

Customer Documentation Clerk (100%) The private bank Maerki & Co. AG, founded in 1932, has for generations focused on its core competencies in investment advisory and asset management, as well as in the support of independent asset managers. The very solid equity base testifies to the high degree of independence and security of the family business. In addition, the modular investment solution and the services in the area of blockchain or crypto underscore the innovative strength of the private bank, which was awarded as "long-standing quality leader" by the business magazine «Bilanz». To strengthen our "Administration" department, we are looking for a committed personality as Customer Documentation Clerk (100 %) per immediately or by arrangement Area of responsibility Independent checking of documentation for customer and account openings, liquidations, and dossier mutations (for natural and legal persons) Control of compliance with regulatory and internal bank instructions (e.g., VSB, KYC, FATCA, AIA, GWG) Data entry and verification in the core banking system "Finnova" in connection with all customer documentation Support in the area of Front Support during customer openings as well as 1st-level support E-Banking and Mobile Banking Close cooperation with internal departments, especially customer advisors as well as the Legal & Compliance and IT departments Education/Experience Completed education in the financial sector Several years of professional experience in the area of customer documentation, VSB, KYC, FATCA, AIA, master data management at a financial service provider Good MS Office user knowledge Basic understanding in the area of banking compliance Knowledge of the core banking system "Finnova" is an advantage Very good language skills in German as well as good language skills in English Personal qualities Strong service orientation Independent, extremely exact, responsible and efficient way of working Affinity and enthusiasm for the area of Digital Banking (E-Banking/M-Banking) Committed, integral, trustworthy and team-oriented personality Please send your complete application documents by e-mail to our Head of HR, Ms. Annette Käppeli, . Ms. Käppeli and Ms. look forward to hearing from you. We exclusively consider direct applications. Apply nowMaerki AG, Dreikönigstrasse 6, CH-8002 Zürich, T , jpid0cf32d5jm jit0625jm jiy26jm