Client Services Assistant
vor 2 Wochen
Job no: 565704
Work type:
Full time
Location:
Geneva, Switzerland, Zurich, Switzerland
Categories:
Administration, Client Corporate Secretarial
Office Location:
Geneva
About TMF Group
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.
Our 9,100 experts and 120 offices in 85 jurisdictions worldwide serve corporates, financial institutions, asset managers, private clients and family offices, providing the combination of accounting, tax, payroll, fund administration, compliance and entity management services essential to global business success.
Key Responsibilities
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Client Onboarding Support**: Assist in the client onboarding process by collecting and verifying client information, ensuring compliance with regulatory requirements and internal policies with guidance from the compliance & risk department and the service delivery team in charge.
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Documentation Management: Maintain accurate and up-to-date client files and documentation, ensuring all relevant records are properly organized, stored, and easily accessible - physical and digital.
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Administrative Support: Provide administrative assistance to the Client Services teams, including handling document preparation (including client payment instructions), collection of signatures, updating signatories with various banks, data entry, and general administrative tasks.
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Client Service
s Delivery**: Work closely with other teams within TMF Group to ensure the timely and accurate delivery of services to clients, meeting agreed-upon service level agreements (SLAs).
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Billing and Invoicing: Support the billing process by preparing invoices, verifying billing details, and coordinating with the Finance team to ensure timely payment processing.
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Compliance and Regulations: Stay informed about relevant industry regulations and compliance requirements, as well as TMF Group requirements, and assist in ensuring that the Client Services team operates in adherence to these regulations and requirements.
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Relationship Building: Cultivate strong relationships with clients, gaining an understanding of their needs and preferences, and actively seek opportunities to enhance client satisfaction.
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Continuous Improvement: Propose and contribute to process improvements, streamlining workflows, and enhancing the overall efficiency of client service delivery.
Key Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- Prior experience in a clientfacing or administrative role, preferably within the financial services industry.
- Excellent communication and interpersonal skills, with a strong customer service orientation.
- Detailoriented and organized, with the ability to handle multiple tasks simultaneously and meet deadlines.
- Basic understanding of financial services and regulatory environments is desirable.
- Strong problemsolving skills and a proactive approach to finding solutions.
- Adaptability and willingness to learn in a fastpaced and dynamic work environment.
- Fluency in English is required, and additional language skills are a plus.
What's in for you?
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Excellent working conditions: good work-life balance, flexibility and great benefits.
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Value-driven work environment: you can expect integrity and respect from all your colleagues and your leadership team.
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Teamwork: an environment where we learn from our mistakes and work together to improve our processes continuously. A no-blame culture where teamwork is important valued and lived daily.
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Ambition: we are a growing company in which we constantly look for the next opportunity and where all ideas are welcome.
Want to know more about a career with TMF Group? Watch this video:
Advertised: 01 Aug 2023 W. Europe Daylight Time
Applications close: 29 Sep 2023 W. Europe Daylight Time
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