Well-being
ClientLifecycleDocumentationandDataMaintenanceSpecialist(F/M/X)
“Client Lifecycle Documentation and Data Maintenance Specialist (F/M/X) at Well-being. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Maintain and code client static data and documentation in Avaloq throughout the client lifecycle, ensuring data accuracy, completeness and consistency.. Support and advise Client Service Executives on client data and documentation updates, including the review”
What You'll Achieve.
ensuring data accuracy, completeness and consistency; support efficient, high-quality client service; support the continuous improvement of processes and service quality
Industry & Context.
solution-oriented
What You'll Do.
Maintain and code client static data and documentation in Avaloq throughout the client lifecycle
ensuring data accuracy
completeness and consistency.
Support and advise Client Service Executives on client data and documentation updates
including the review of FATCA
CRS and other tax-related documentation.
Contribute to projects
maintain awareness of relevant policies and support the continuous improvement of processes and service quality.
How You'll Work.
Team & Collaboration
Collaborate closely with coverage, product teams and infrastructure functions to support efficient, high-quality client service.; team player
Communication Scope
Fluent written and spoken English
Process & Methodology
Contribute to projects
Applying for this Client Lifecycle Documentation and Data Maintenance Specialist (F/M/X) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Well-being?
Real rants from real employees. Read before you apply.