Julius Baer

Financial Services

AccountopeningsupportspecialistIreland

€43–58k ~AI est. Dublin, Ireland FULL TIME
The Brief

“Account opening support specialist - Ireland at Julius Baer. Skills: Account opening, AML, KYC. Perform client onboarding tasks. Prepare account documentation”

What You'll Achieve.

Ensure low to zero rejection rates

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Experienced in Account Opening, Knowledgeable on AML, KYC & EDD, Good understanding of client documentation requirements, Ability to meet deadlines and KPI’s, Manage all client data with due care, Adhere to policies where data security is concerned, Adhere to banking secrecy & non-disclosure

Nice to Have

Willingness to take instruction, Provide a service of professionalism and excellence, Commercial mindedness

What You'll Do.

Perform client onboarding tasks

Prepare account documentation

Perform AML/KYC/Source of Wealth checks

Perform enhanced due diligence

Manage end-to-end client onboarding process

Maintain single point of contact

Ensure quality of account opening

Ensure timeliness of account opening

Receive constructive feedback

Ensure consistent improvement

Ensure low rejection rates

Increase quality of KYC/SoW

How You'll Work.

Team & Collaboration

Collaboration with Relationship Manager; Collaboration with Relationship Manager Assistant; Liaise with Compliance; Work with Front Risk Manager

Free ATS check

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