Client Documentation Generalist 100% (f/m/d)
Julius Baer Group · Zurich
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- Company
- Julius Baer Group
- Location
- Zurich
- Posted
- September 3, 2026
About this job
In this role you will be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management. YOUR CHALLENGE Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines Review FATCA and CDB formalities for consistency with CRS/AEI formalities Control and approve captured customer data and account documents Capture deficiencies detected Request missing documents and information to the front Support the front regions in questions related to customer documentation and data Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures YOUR PROFILE Very organized, structured and accurate way of…
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