Junior Client Data & Documentation Officer - 12 month mission at 100%

• 17 September 2026
• 100%
• Undetermined duration
• English (Fluent), French (Fluent)
• Place de Pont-Rouge 1, 1212 Grand-Lancy
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On behalf of our client, a private bank based in Geneva, we are looking for a Junior Client Data & Documentation Officer for a 12-month mission at 100%. This mission could be extended according to the needs of the organization.

You will join a team responsible for managing client data and documentation, as well as Client Register activities.

You will contribute to the reliability of the information recorded in the bank's systems, the codification of documents, and the control of client files. You will also participate in the verifications prior to the validation of payments and in the preparation of documents and reports intended for clients and internal teams.

This opportunity is aimed at a junior profile wishing to develop their operational skills in private banking while contributing to continuous improvement, digitalization, and automation initiatives.

Main Missions

Management of client data and documentation

• Receive, verify, categorize, and codify client documents in the bank's systems.
• Ensure the indexing of documents and their attachment to the correct client, account, or file.
• Enter and update client data based on supporting documents and validated instructions.
• Control the completeness of files and the consistency between recorded data and the documentation received.
• Identify missing documents, duplicates, and anomalies, and ensure follow-up with the relevant teams.

Operational controls and Client Register support

• Analyze and control client account structures as part of the verifications prior to payment authorization.
• Verify the validity of signatures, signing powers, and the documentary compliance of payment instructions, according to current procedures.
• Apply internal procedures and planned controls, reporting discrepancies to the competent interlocutors.
• Prepare and make available the contractual documents and financial reports necessary for client visits.
• Produce, using the bank's tools, personalized financial reports at the request of managers and clients.
• Respond to requests from different business lines concerning client data, documentation, and Client Register activities.

Quality and process improvement

• Ensure the quality, accuracy, and traceability of processing, respecting deadlines and confidentiality rules.
• Manage requests according to operational priorities and report situations requiring intervention.
• Participate in the reliability of data, the standardization of working methods, and the updating of procedures.
• Contribute to digitalization, automation, and activity optimization projects, notably in testing tool evolutions.

Required Profile

• CFC, Bachelor, or Master's degree, ideally in the fields of banking, finance, economics, management, or information systems.
• First professional experience or internship in a banking, financial, or administrative environment; experience in private banking or document management is an asset.
• Strong motivation to develop skills in banking operations and client data management.
• Excellent learning ability, rigor, and attention to detail.
• Sense of organization and ability to manage multiple tasks simultaneously in an environment subject to short deadlines.
• Discretion and strict respect for the confidentiality of information.
• Team spirit, sense of service, and ease in exchanges with different interlocutors.
• Curiosity and interest in process improvement, digitalization, and new technologies.
• Good command of Microsoft Office, particularly Excel; knowledge of Avaloq is an asset.
• Knowledge of or interest in Python, SQL, low-code solutions, or artificial intelligence technologies is an advantage.
• Fluent command of French and English, both written and spoken; knowledge of German is an asset.