Current jobs related to Client Documentation - Sydney, New South Wales - Credit Suisse
-
Document Coordinator
3 weeks ago
Sydney, New South Wales, Australia Clough Ltd. Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Document Controller to join our Bidding Team at Clough Ltd. As a key member of our team, you will play a crucial role in ensuring the efficient and accurate management of tender information.Key ResponsibilitiesDocument Distribution and Management: Accurately distribute, respond to, and...
-
Document Controller
2 weeks ago
Sydney, New South Wales, Australia Clough Ltd. Full timeAbout the RoleWe are seeking a skilled Document Controller to join our Bidding Team at Clough Ltd. As a key member of our team, you will play a crucial role in ensuring the efficient and accurate management of tender information.Key ResponsibilitiesDistribute, respond to, and record all correspondence using SharePoint, ensuring timely and accurate...
-
Document Controller
1 week ago
Sydney, New South Wales, Australia Clough Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Document Controller to join our Bidding team in Sydney.As a Document Controller, you will play a crucial role in ensuring the efficient management and control of all documentation, ensuring that all documents are properly registered, quality checked, and distributed in accordance with...
-
Document Coordinator
2 weeks ago
Sydney, New South Wales, Australia IIQAF Full timeJob SummaryWe are seeking a highly organized and detail-oriented Document Controller to join our team at IIQAF. As a key member of our operations team, you will be responsible for preparing, managing, and filing documents for our projects.Key ResponsibilitiesCopy, scan, and store documents in a secure and easily accessible manner.Review and edit files, such...
-
Document Coordinator
3 weeks ago
Sydney, New South Wales, Australia Clough Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Document Controller to join our Bidding team in Sydney.As a Document Controller, you will play a crucial role in ensuring the efficient management and control of all documentation, ensuring that all documents are properly registered, quality checked, and distributed in accordance with...
-
Document Controller
1 week ago
Sydney, New South Wales, Australia Clough Full time{"h3": "About the Role"} We are seeking a highly organized and detail-oriented Document Controller to join our Bidding team in Sydney. As a Document Controller, you will play a crucial role in ensuring the efficient management and control of all documentation, ensuring that all documents are properly registered, quality checked, and distributed in accordance...
-
Document Automation Specialist
2 weeks ago
Sydney, New South Wales, Australia Tensis Full timeAbout the Role:Tensis, a leading Australian Software as a Service (SaaS) provider in the document automation space, is seeking a skilled Document Automation Technician to join our team.Company Overview:Tensis has a significant presence in the Australian legal industry and aims to expand its product globally and into new industries. Our flagship product,...
-
Document Automation Specialist
2 weeks ago
Sydney, New South Wales, Australia Tensis Full timeAbout TensisTensis is a leading Australian Software as a Service (SaaS) provider in the document automation space, with a strong presence in the Australian legal industry and ambitious plans to expand globally into new industries.Our Flagship ProductSmarter Drafter is a comprehensive suite of automated documents and forms designed for the legal profession....
-
Document Automation Specialist
2 weeks ago
Sydney, New South Wales, Australia Tensis Full timeAbout the Role:Tensis, a leading Australian Software as a Service (SaaS) provider in the document automation space, is seeking a skilled Document Automation Specialist to join our team. As a key member of our Content team, you will play a crucial role in building and maintaining our document library, ensuring the ongoing development and automation of our...
-
Document Management Specialist
2 weeks ago
Sydney, New South Wales, Australia Clough Group Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Document Controller to join our Bidding team in Sydney.As a Document Controller, you will play a crucial role in ensuring the efficient management and control of all documentation, ensuring that all documents are properly registered, quality checked, and distributed in accordance with...
-
Document Management Specialist
3 weeks ago
Sydney, New South Wales, Australia KBR Inc. Full timeAbout KBR Inc.KBR Inc. is a leading provider of professional consulting services to private and public sector clients. Our team of experts delivers projects of any size in various industries, including infrastructure, transportation, water, and environment.Job SummaryWe are seeking a highly skilled Document Management Specialist to join our team. As a...
-
Document Management Specialist
5 days ago
Sydney, New South Wales, Australia KBR, Inc. Full timeAbout the RoleWe are seeking a skilled Document Management Specialist to join our team at KBR, Inc. in Australia. As a key member of our infrastructure services team, you will be responsible for managing all aspects of document control, including document creation, review, and distribution.Key ResponsibilitiesManage and maintain accurate and up-to-date...
-
Document Management Specialist
2 weeks ago
Sydney, New South Wales, Australia BMD Group Full timeAbout BMD GroupBMD Group is a leading national contractor with a rich history of delivering infrastructure projects that connect people. As a privately-owned company, we pride ourselves on our unique culture and values.Our MissionWe empower our people to contribute to next-generation infrastructure while developing their skills to reach their full potential....
-
Document Management Specialist
1 week ago
Sydney, New South Wales, Australia KBR Inc. Full timeUnlock Your Potential with KBR Inc.We are seeking a highly skilled Document Management Specialist to join our dynamic team in Australia. As a key member of our infrastructure services projects, you will be responsible for managing all document-related duties, ensuring seamless project delivery.About the RoleThis is an exciting opportunity to work with a...
-
Architectural Documentation Specialist
1 day ago
Sydney, New South Wales, Australia Ivory Group Full timeAbout the CompanyIvory Group is a leading architectural firm with over 30 years of experience in the commercial and telecommunication sectors. With a strong client base and ambitious growth plans, they are now spearheading larger landmark projects in Sydney.About the PositionThis role is ideal for individuals who enjoy architectural documentation and are...
-
Document Review/Ediscovery Lawyer
1 week ago
Sydney, New South Wales, Australia AFL Recruitment Full timeAFL Recruitment is seeking a seasoned Document Review/Ediscovery Lawyer to lead a team of document review lawyers and paralegals. As a key member of our client's team, you will be responsible for managing and delivering top-quality document review and legal technology services to internal lawyers and external clients. Your expertise in document review,...
-
Digitisation Assistant
3 weeks ago
Sydney, New South Wales, Australia TIMG AU Full timeAbout the RoleTIMG AU is seeking a highly skilled Digitisation Assistant to join our team. As a key member of our team, you will play a crucial role in ensuring the smooth operation of our document preparation and data entry processes.Key ResponsibilitiesDocument PreparationPrepare documents for scanning and digitizationEnsure accurate and efficient...
-
Senior Document Review Lawyer
3 weeks ago
Sydney, New South Wales, Australia AFL Recruitment Full timeAbout the RoleAFL Recruitment is seeking a highly skilled and experienced Senior Document Review Lawyer to lead our document review team. As a key member of our team, you will be responsible for managing and delivering high-quality document review and legal technology services to our clients.Key ResponsibilitiesLead a team of document review lawyers and...
-
Revit Documentation Specialist
2 weeks ago
Sydney, New South Wales, Australia Ivory Group Full timeAbout the CompanyIvory Group is a multidisciplinary studio with a strong presence in Australia, operating for over 20 years and expanding across three states. Our team is dedicated to delivering high-quality design and consistent progression across various sectors, including Industrial, Commercial, Residential, Mixed-Use, and Education.About the RoleWe are...
-
Senior Revit Documentation Specialist
3 weeks ago
Sydney, New South Wales, Australia Ivory Group Full timeAbout Ivory GroupIvory Group is a multidisciplinary studio with a strong presence in Australia, operating across three states. With a rich history spanning 20 years, the company has established itself as a leader in the industry, delivering high-quality design and consistently pushing the boundaries of innovation.About the RoleAs a Senior Revit Documentation...
Client Documentation
3 months ago
English
We Offer
This role will be focused on the execution of controls required in the Client Lifecycle Management process, with a strong focus on ensuring that client documentation meets the Bank's policies, standards and applicable local legal/regulatory requirements.
Your future colleagues
The Client Lifecycle Management (CLM) team supports the Australian division with Wealth Management account lifecycle management processes from maintenance to account closure.
This role will be focused on the execution of controls and tasks required in the Client Lifecycle Management process, with a strong focus on ensuring that client identification documentation, name screening and data capture activities meet the Bank's policies, standards, and applicable local legal and regulatory requirements.
This role will focus on supporting the Wealth Management Client Lifecycle Management framework for Wealth Management Australia clients and will require interacting with a wide range of Front Office employees as well as Legal, Compliance and Risk Management functions.
The department 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.
- You Offer
You are expected to possess the below skills:
- You have 5-7 years of relevant client account maintenance experience within Banking (Wealth Management experience is preferred). Overall, 7 -10 years of working experience in Banking or Financial Services Consultancy firm is preferred.
- Previous experience in liaising with onshore and offshore teams.
- Experience in Change Management. Good in excel and power point.
- Uphold the highest standards of control, always keeping data integrity in mind while carrying out daytoday tasks.
- Act as Subject Matter Expert in various aspects of the account maintenance / ChangeinCircumstance processes that includes but not limited to change of Beneficiary Owner and various capacities, Tax topics like FATCA and AEI, Investment Suitability and other mandatory requirements to ensure all accounts satisfy the required regulatory and policy standards.
- Manage key stakeholders in Front Office, COO, Tax, Risk, Compliance, Platforms and IT from Australia locations.
- Stay relevant with the latest regulatory, policy and procedural requirements.
- Perform data capture and validation in the Client Relationship Management system.
- Take ownership of relevant procedural documentation and ensure procedures are updated on a timely basis.
- Escalate higher risk matters or regulatory questions to the Financial Crime Compliance team.
- Provide support for any regulatory related, audit, review requirements.
- To prepare and conduct training on client maintenance processes as required.
- Deliver continuous process improvements, in view of the changing operating and regulatory environment.
- Any other tasks assigned by the management.
Your new employer
Credit Suisse Group AG has been acquired by UBS Group AG.
Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.
UBS is the world's largest and only truly global wealth manager.We operate through four business divisions:
Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone.
We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success.
Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?UBS is an Equal Opportunity Employer.
We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.
