GVO Client Operations Analyst

vor 2 Wochen


Genf, Genf, Schweiz Capital Group Vollzeit

Job Description:

  • Provides exceptional service to investors and internal clients by promptly handling inquiries
  • Facilitates account opening process and new investor on-boarding, ensuring all legal agreements and AML requirements are met
  • Enters and maintains investor information in CRM system
  • Monitors investors' dealing activity and distribution fee calculations
  • Oversees external service providers to ensure compliance with regulatory requirements

Qualifications:

  • 2-4 years' experience in asset management, ideally with exposure to Luxembourg and UK funds
  • Fluent in English with excellent communication skills
  • Highly organized, detail-oriented team player with a passion for learning
  • Proven customer service skills
  • Familiarity with Microsoft applications; experience with Tableau is a plus


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