Account Documentation & Client Data Specialist

·       Department: Operations – Account Documentation & Client Data

·       Work time Percentage: 100%

·       Location: Liechtenstein

·       Support and handle the account opening process for private and institutional clients, from initial set-up to ongoing maintenance and eventual closure.

·       Ensure that client master data is accurately created, updated and maintained in the core banking system and related applications.

·       Capture, validate and maintain client information and client-completed forms in the data management system, ensuring consistency across all platforms.

·       Review and verify account-opening documentation (including KYC and client due diligence forms) for plausibility, accuracy and completeness, following established procedures and checklists.

·       Update and amend static client data across various systems, including the core banking platform, data management tools and archiving systems.

·       Support regular checks to identify and correct data inconsistencies, contributing to high data quality and operational reliability.

·       Process and coordinate account closure requests in an accurate, timely and controlled manner.

·       Ensure that all relevant documentation and data updates are completed and properly archived for audit and compliance purposes.

·       Provide backup support by checking and processing payments, securities transfers and other client-related transactions, in accordance with internal procedures and cut-off times.

·       Review and forward credit card applications, set up Travel Cash cards and process card loading requests, ensuring a smooth and efficient client experience.

·       Collaborate closely with Relationship Managers, Compliance, Risk and other Operations teams to resolve documentation or data issues and support client onboarding and servicing.

·       Actively contribute to the optimisation of processes, controls and documentation standards by sharing observations and ideas for improvement.

·       Remain open and flexible to changes in processes, systems and responsibilities, taking a proactive role in learning new tools and supporting the implementation of operational enhancements.

·       Completed commercial apprenticeship, banking education or equivalent qualification.

·       2–3 years of experience in banking operations, client onboarding, account documentation or static data management, ideally within a private banking or wealth management environment.

·       Experience in a back-office or middle-office function with exposure to client data and documentation is a strong asset.

·       Good understanding of account opening processes, client documentation requirements and static data management in a banking context.

·       Basic to solid knowledge of banking products and services (e.g. payments, securities, credit cards, cash management).

·       Confident user of MS Office (especially Excel and Outlook); experience with core banking systems and data management tools is an advantage.

·       High attention to detail and accuracy, with a strong focus on data quality and adherence to procedures.

·       Basic knowledge of KYC, AML and other regulatory requirements relevant to client onboarding and documentation, or strong willingness to deepen this knowledge.

·       Risk-aware mindset, ensuring that documentation and data processes comply with internal policies and external regulations.

·       Dynamic, adaptable and hands-on working style, with a strong willingness to learn and to take on evolving responsibilities.

·       Strong sense of ownership and accountability for the quality and timeliness of your work.

·       Excellent organisational skills and the ability to manage multiple tasks and priorities in a structured way.

·       Clear and professional communication skills in German and English; additional languages are an advantage.

·       Service-oriented mindset, with a focus on supporting Relationship Managers and delivering a seamless client experience.

·       Collaborative team player who enjoys working with different stakeholders and contributing to continuous improvement initiatives.

·       Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.

·       Hands-on: Being proactive to rapidly deliver high-quality results.

·       Passionate: Being committed and striving for excellence.

·       Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.

·       Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.