Client Onboarding Officer null

Your field of responsibility

The Client Suspensions/Offboarding Team is a function in Global Markets Client Onboarding and Lifecycle Management. The Suspensions/Offboarding team is responsible for the end-to-end management of the process to suspend or terminate client relationships. The function also supports ad-hoc Amendment requests in CMS. This process is complex and often time-sensitive. The function works closely with partners in KYC, AML, Sales, Prime, and Credit to ensure a complete suspension or termination of client accounts.

• Build positive relationships with business partners and clients, while handling expectations
• Work with team to organize and prioritize work
• Uphold and retain controls and procedures for the team
• Identify control gaps and process inefficiencies
• Implement the Bank’s policies on Client Confidentiality and Inactive Accounts
• Work with IT partners for software support and system improvements.

Your future colleagues

The Client Suspensions/Offboarding Team is fast-paced and timeline-driven. Although the analyst will be responsible for certain core functions, the team collaborates to achieve larger goals and to innovate to achieve success.

We are a department that values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your skills and experience

• We are looking for applicants who have excellent communication skills; must be responsive, clear, concise, comprehensive, and able to communicate optimally in writing
• Excellent prioritization and time management skills
• Proven ability to maintain a controlled environment by recognizing control gaps
• Outstanding knowledge in MS Office applications and spreadsheet proficiency, including VLOOKUP experience
• Ability to adopt and maintain a logical approach in a highly pressurized environment
• Adaptable to change and must have excellent multi-tasking and excellent interpersonal skills
• Must be a self-starter and have the ability to manage time, optimally, maintain track of multiple results, and be accustomed to working within timelines
• Excels at analytically distilling complex concepts and developing a plan of action
• Ability to influence without authority and experience working in complex organizations
• Dedication to fostering an inclusive culture and value of varied perspectives.

Your new employer

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits, and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future of our clients.