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Julius Baer Group · Zurich

# Client Documentation Generalist 100% (f/m/d)

Zurich 

Listed on Julius Baer Group’s official careers site. Posted October 17, 2026. Check that it is still open and apply there.
[Apply on Julius Baer Group’s careers site →](https://juliusbaer.wd3.myworkdayjobs.com/External/job/Zurich/Client-Documentation-Generalist-100---f-m-d-_r-19481)

[OpenNash Jobs](https://jobs.opennash.com/) / [Julius Baer Group](https://jobs.opennash.com/companies/julius-baer-group/) / Client Documentation Generalist 100% (f/m/d)

## Job description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. In this role you will be ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle management.

YOUR CHALLENGE Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal directives/guidelines Review FATCA and CDB formalities for consistency with CRS/AEI formalities
- Control and approve captured customer data and account documents Capture deficiencies detected
- Request missing documents and information to the front
- Support the front regions in questions related to customer documentation and data Cooperate with relevant stakeholders (Tax, Legal, Compliance) to continuously streamline and improve processes and procedures YOUR PROFILE Very organized, structured and accurate way of working Committed, responsible and resilient personality Customer oriented attitude and capability to work under pressure without losing focus High level of discretion and trustworthiness Networked thinking and quick comprehension skills Good knowledge of the Code of Conduct for Banks (CDB20)
- Knowledge of FATCA/QI/CRS At least
- 3 years of professional experience in the field of bank customer documentation Completed commercial apprenticeship (banking apprenticeship an advantage) or equivalent training We are looking forward to receiving your full job application through our online application tool.

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## At a glance
- Posted by the employer: Oct 17, 2026
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: Zurich[Apply on Julius Baer Group’s careers site →](https://juliusbaer.wd3.myworkdayjobs.com/External/job/Zurich/Client-Documentation-Generalist-100---f-m-d-_r-19481)

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