Client On-boarding Specialist (6 – 9 months, 100)
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
15-10-2025
Vacancies:
1 Vacancy
Job Summary
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.
Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.
We have 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.
As a family-controlled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Overview of Role
Embedded in the team Client Data Management & Onboarding you are the first entry point for the Front Office. You are responsible for verifying and processing the banks account applications.
In the event of changes in circumstances you ensure that the accounts are correctly documented. You maintain the banks client master data. You challenge current processes with the goal to automate continuously. This position can last for six to nine months with an ideal start date of November 2025.
Responsibilities
- Processing and reviewing account opening applications from private and corporate clients trusts and foundations
- Compliance with policies guidelines and regulations in the area of client identification (in particular CDB 20) as well as tax treaties (QI/FATCA/AEoI) and other legal contractual and regulatory guidelines
- Ensuring the completeness and relevance of Know Your Client (KYC) information provided by the Front Office
- Independent assessment of KYC relationships subject to Standard Due Diligence
- Care & maintenance of client master data in Avaloq and in the client data system
- Project collaboration
- Close cooperation and coordination with Legal & Compliance and Front Office
Experience Skills and Competencies Required
- Several years of experience in similar position
- Profound knowledge of CDB 20 and AMLA
- Good knowledge of the various tax laws (QI FATCA AEoI)
- Solution-oriented mindset and very good communication skills in German French and English
- Knowledge of Avaloq is an advantage
- Integrity reliability discretion
- Team player reliable open independent initiative quick thinking and well organised
Benefits
- Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this Rothschild & Coprovides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
- We are conducive to creating a working environment and culture where people can succeed
- We provide a variety of inhouse trainings as well as tuition assistance for further education and training courses
If you are curious to learn more about us and have valuable experiences in a similar role then please submit your CV and Cover Letter through our recruitment tool.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Rothschild & Co is one of the world’s largest independent financial advisory groups, employing 4,200 people in over 40 countries across the world, delivering a unique global perspective across four market-leading business divisions; Global Advisory, Asset Management, Wealth Management ... View more
