Analyst

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Detalii post

Operations Employee, who processes tasks related to the junior account openings for I) investment & II) variable savings products
Main tasks include:

Follow straightforward mandatory process steps to ensure that work is carried out to the required standards to protect the organization from risk. Escalate situations that deviate from the mandatory procedure.
Capture personal data of Junior applicant from application form (Name, address, birth date…)
Link Junior to legal representatives‘ data (if existing customers) or
Capture legal representatives personal data and link to Junior account
Check birth certificates, signatures and legitimation documents and WPHG declaration (IP only)
Activate savings product and if applicable investment product in IT system
Trigger delivery of mail containing relevant account opening documents & access data
Communicate with 2nd level support at ING Germany if customer documents are incomplete or in case of escalation need (TBC)

Required skills:
- Ability to work independently, systematically and diligently, and know when to ask for help
- Basic knowledge of simple office / operational systems (OKIS, DocING)
- German reading skills (IT systems in German, Application forms in German)
- English speaking / writing skills to communicate with 2nd level support at ING Germany

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