Credit Suisse Hiring For Teaml.2-Client Onboarding Off. at Pune, Maharashtra Full Time

The Client Documentation team is part of the larger Client Onboarding and Lifecycle Management (COLM) team. The Document Control team collects and stores trading documents required to be on file based on several regulations and internal requirements. The team enforces the respective bank policies and ensures the client data is obtained in a controlled environment.

Your responsibility includes:
Vendor team management

Uphold and maintain the controls and procedures for the team

Proactive management to ensure adherence to stated SLAs and KPIs

Partner with stakeholders such as Onboarding, Sales and Trade Management to educate internal clients on the teams’ function and procedures

Build strong relationships with business partners and clients while managing expectations

Work with IT partners on system enhancements

Enforce the Bank’s policies on Client Confidentiality and Inactive Accounts

Inspire team to strive for quality and accuracy while adhering to the Culture and Values of Credit Suisse

Your future colleagues

We are a department which 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

To excel in this role, you should possess below:
Bachelor’s degree with business related coursework or equivalent

Minimum 3+ years of banking experience preferable

Excellent communication skills: responsive, clear, concise, comprehensive, and able to communicate optimally in writing

Outstanding analytical, interpersonal, and organizational and skills

Knowledge of MS Office applications and spreadsheet proficiency

Proven ability to adopt and maintain a logical approach in a pressurized environment

Self-starter, organized with excellent time management skills and accustomed to working with tight deadlines

People/Team management skills

Dedication to fostering an inclusive culture and value diverse 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 for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.