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eOnboarding Specialist

  • Wrocław, dolnośląskie
  • Specjalista
  • 2018-06-07

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow.

    With a presence in Poland since 2007, Credit Suisse is committed to growing the businesses here. The Poland offices are of central importance to Credit Suisse’s approach to leveraging global talent base.

    We offer the chance to work for a renowned, international organization in a collaborative agile environment. We will invest in your development with ongoing opportunities for training, networking and international mobility. Join us and let's shape the future of Credit Suisse together.
    eOnboarding Specialist # 113261
    Workplace: Wrocław


    • Entitlement management of new and existing client registration requests, prioritization of top tiered clients; offboarding of leavers/transfers.
    • Validation of user set up and quality assurance task was performed during the given SLA while communicating with various global team located throughout the bank.
    • Will gain knowledge of different occurring regulatory requirements as well as up and coming regulatory standards; will assist in ad hoc/regulatory projects. Ensure high standards of Ethics and Control are maintained during the enablement process, and reporting/investigating potential regulatory breaches.
    • Set up of eTrading clients for Rates & Credit, FX AES, OTC products on all external and internal platforms (i.e. Bloobmberg, FXALL, TradeWeb, 360T, etc.).
    • Dedicatedly providing solutions and engaging with the meaningful partners to review, improve and optimize the client enablement process and client service experience.
    • Partner with IT to develop technology according to market need and in accordance with regulatory landscape; Establish new onboarding process(es) for new systems or products; Generate and maintain process-flow documentation.
    • Rapidly changing environment with interaction from multiple teams across the bank.
    Open to discussing flexible/agile working.


    • You possess degree in Business or Finance.
    • 2 years of business experience would be a solid asset.
    • Good MS Excel skills would be a solid asset.
    • You possess solid analytical skills, problem solving capabilities and free thinking.
    • You are able to communicate effectively with sales and trade management.
    • You are a dedicated teammate with positive, can-do attitude.
    • You are detail orientated with customer service experience.
    • You have ability to work autonomously and within a dynamic, team environment.
    • You have the ability to immerse yourself in a process and understand cause & effect.
    • You know how to prioritize work and to bring up tasks if needed.

    We offer

    • Private medical care
    • Life insurance
    • Pension plan
    • Charity days
    • Training and development
    • Internal Mobility

    Other optional

    • Language training course
    • Mentoring
    • Family – nursery and kindergarten funding, gift vouchers for Christmas
    • Parking allowance
    • Health promotion: Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.) 
    • Employee discounts on various products and services (event tickets, consumer products, etc.)
    • Relocation package
    • Employee Referral Program
    • Flexible work schedule and working from home (home office)

    Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

    If you apply for this role this means you agree with the following statement:


    “Through my application for a role with Credit Suisse (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of job recruitment. Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws [Dz.U] No. 133, item 883)”. I authorize Company to process my personal data for future recruitment processes.


    Furthermore, I authorize Credit Suisse Group AG and its’ affiliates, Taleo (UK) Limited, cut-e AG Kleiner Burstah 12 and milch & zucker The Marketing & Software Company AG to process my personal data.


    Credit Suisse and affiliates registration details.-


    Credit Suisse (Poland) sp. z.o.o                                               Registered office - 1 Icchoka Lejba Pereca street, 00 - 849 Warsaw
    Credit Suisse Group AG                                                           Registered office - Paradeplatz 8, 8001 Zurich, Switzerland and its’ affiliates
    Taleo (UK) Limited                                                                  Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom,
    Cut-e AG Kleiner Burstah 12                                                   Registered office - 20457 Hamburg, Germany and
    Milch & Zucker The Marketing & Software Company AG     Registered office -  Küchlerstraße 1, 61231 Bad Nauheim”