Global Markets Client Onboarding Specialist
Credit Suisse
Wroclaw, Wroclaw, Polonia
3 d. temu

We Offer

Are you ready to become a part of our dynamic state-of-the-art organisation that values diversity and offers flexibility?

By joining our Global Markets Client On-boarding Team you will have a chance to build up your career by performing a variety of duties.

The main objective of our Team is to provide support for Sales within the EMEA region for :

  • On-boarding new clients to the firm
  • Extending existing relationships within the firm
  • Assisting in any projects that impact or are impacted by any of the above.
  • The Team coordinates the on-boarding process from front to back to move clients from prospect’ to customer’ in the shortest possible time, and provide a synchronized approach to servicing our clients.

    Work as a single point of contact for our clients and internal sales teams by tracking the pipeline of all onboarding, providing immediate advice on any account opening issue that is preventing or slowing business, ensure high standards of Ethics and Control are maintained during account opening processes, assist in ad-

    hoc / ongoing regulatory projects and improve quality of client static data on Credit Suisse internal databases. The team provides a fast, efficient, streamlined and transparent on-boarding experience.

    Your responsibilities will include :

  • Providing full assistance to Front Office personnel on account opening including KYC, Credit and Legal processes including regular updates
  • Communicating account structures to Front Office staff, liaising with Client to obtain required information and coordinating delivery of appropriate documentation to various internal stakeholders (e.
  • g Financial Crime Compliance, Credit, or Legal) as appropriate

  • Taking ownership for following up on all steps in the account onboarding process while maintaining a busy book of work and also providing a high level of client service
  • Dedicatedly following up on legal negotiations, schedule calls (internal and external) to facilitate negotiations and suggest solutions or escalating for approvals
  • Becoming subject matter expert on regulatory framework driving account opening processes and keeping abreast of associated changes
  • Understanding the importance of Ethics & Control surrounding Credit Suisse account opening processes and procedures
  • Assisting the Front Office to implement projects related to static data maintenance, "Know Your Client" reviews or other general account related requirements
  • You Offer

  • You have 1+ year(s) of experience in Financial Services preferably in a Client Onboarding or related role
  • You are fluent in English (verbal and written)
  • You have good Excel, PowerPoint and Word skills
  • You are highly motivated willing to work in both team and independent situations depending on current workload
  • You are comfortable and confident to work with senior level professionals and external clients
  • You possess excellent communication skills
  • You have very good planning and organising skills
  • You are passionate about learning new things
  • Nice to have :
  • German skills
  • German skills
  • Experience in client relationship management
  • University degree
  • Knowledge of ISDA Master Agreement and related Annexes
  • Our benefit

  • Private medical care
  • Charity days
  • Training and development
  • Internal Mobility
  • Other optional

  • Language training course
  • Mentoring
  • Family nursery and kindergarten funding, gift vouchers for Christmas
  • Parking allowance
  • Health promotion : Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.)
  • Employee discounts on various products and services (event tickets, consumer products, etc.)
  • Relocation package
  • Employee Referral Program
  • Flexible work schedule and working from home (home office)
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