Client Documentation Specialist
Amsterdam - Netherlands
Job Summary
As Client Documentation Specialist you play a key role in safeguarding the quality and clarity of all client-impacting documentation within LYNX. As part of the Client Governance & Control team you are responsible for drafting maintaining and continuously improving all policies and agreements that directly influence our clients and the Client Service department. Your focus is not only correctness but also clarity: policies and agreements must be understandable practical and aligned with how we serve clients in addition you support the Team Lead Client Governance & Control with administrative coordination and act as a corporate secretary within the team helping maintain structure oversight and follow-up. You also ensure estate cases are handled with professionalism empathy and efficiency.
What youll do
- Policy Ownership: Draft review and continuously improve all client-impacting policies to ensure clarity consistency and client-centric language.
- Documentation Translation: Translate complex internal processes into structured and understandable documentation for both clients and service teams.
- Agreement Management: Develop and update client agreements general terms and conditions and related annexes in close cooperation with stakeholders.
- Documentation Governance: Ensure clear version control structured documentation management and smooth approval processes within the Client Governance & Control framework.
- Stakeholder Alignment: Act as a bridge between Client Services and supporting departments to ensure policies are practical and enhance the client experience.
- Corporate Secretary Support: Support the Team Lead with meeting preparation documentation action tracking and general administrative coordination.
- Documentation Oversight: Maintain a structured overview of all client-related documentation and ensure timely reviews and updates.
- Estate Case Handling: Process estate cases of deceased clients accurately and empathetically coordinating documentation communication with heirs and internal follow-up.
Who you are
You are a structured and detail-oriented professional with strong writing skills and a passion for translating complexity into clarity. You understand that high-quality documentation is essential for both compliance and client experience.
- You have a Bachelors or Masters degree in Business Administration Finance Communication or a related field
- You have 13 years of experience in policy writing documentation management governance support or a similar role within financial services
- You have strong writing and editing skills with the ability to make complex topics clear and accessible
- You work in a highly structured organized and detail-oriented way
- You have strong stakeholder management skills and collaborate effectively across departments
- You are professional discrete and service-oriented in your approach
Nice to have
- Experience within a brokerage investment firm or other client-focused financial institution
- Familiarity with client lifecycle processes (Product Governance KYC lifecycle events tax documentation Best Execution)
- Experience handling estate or succession cases in a financial services environment
- Experience supporting management or team leadership in a governance or coordination role
What do we offer
- A competitive salary based on experience
- Flexible working hours in the heart of Amsterdam
- A fixed 13th-month salary
- Pension scheme
- Travel expense reimbursement
- An annual training budget of 2000 freely allocated to your professional development
- Team outings social drinks and an annual weekend trip with the entire team
Who we are
LYNX helps you invest in yourself.
Working at LYNX means joining the LYNX family.
The development opportunities make LYNX the best place to work.
This is what employees say about LYNX and it reflects exactly what we aim to offer: an environment where you can get the best out of yourself.
From our offices in Amsterdam Ghent Berlin and Prague we work every day to provide private and professional clients with the best trading opportunities through a fast user-friendly and reliable platform.
LYNX is an international FinTech company where around 300 colleagues contribute to client success across Europe in an informal collaborative and growth-oriented environment.
Required Experience:
Unclear Seniority
About Company
Nízké a transparentní poplatky na akcie, opce, futures, FX nebo ETF na 150 trzích. Oblíbené platformy → Přibližte se úspěchu na burze s LYNX