Client Operations contractor

vor 3 Wochen


Genève, Schweiz Michael Page Switzerland Vollzeit

You will leads the on-boarding of new investors/clients, including transfer agency account opening and coordinating the drafting & negotiation of relevant legal agreements. Moreover, you will oversee daily fund activity and the outsourced service providers for Luxembourg SICAVs and UK OEICs.

Client Operations contractor

Our client is an asset manager.

Description

  • Provides high level of service to existing and prospective investors as well as internal clients, including responding to general queries in a timely manner;
  • Facilitates the account opening process between investor and/or their representative(s), internal teams, and the outsourced transfer agency service provider(s);
  • Leads and/or monitors new investor on-boarding including coordinating the drafting, negotiation and ultimate signature of legal agreements and completion of AML requirements;
  • Enters and updates investor information and accounts in the internal CRM system;
  • Monitors and manages investor's dealing activity;
  • Oversees the process of the calculation of distribution fees paid to financial intermediaries;
  • Monitors quality of service delivery by external service providers, notably with respect to key regulatory & operational requirements applying to Luxembourg SICAVs & UK OEICs

Profile

  • 2 to 4 years of experience within an asset management company with experience of Luxembourg, in a transfer agency oversight and/or investor support function.
  • Fluent in English
  • Proven track record of excellent customer service

Job Offer

You will join a premium company and working environment and have the opportunity to work on a diversity of topics.



  • Genève, Schweiz Michael Page Switzerland Vollzeit

    You will leads the on-boarding of new investors/clients, including transfer agency account opening and coordinating the drafting & negotiation of relevant legal agreements. Moreover, you will oversee daily fund activity and the outsourced service providers for Luxembourg SICAVs and UK OEICs. Client Operations contractorOur client is an asset manager....


  • Genève, Schweiz FINDERS SA Vollzeit

    Client Operations Contractor - Analyst LevelClient: With a strong sense of belonging, our client offers a very diverse, international work place, where you can be yourself, as part of a very collaborative, healthy working environment with like-minded people. In addition, our client allows for flexible working (to include some home office working) for this...


  • Genève, Schweiz FINDERS SA Vollzeit

    Client Operations Contractor - Analyst LevelClient: With a strong sense of belonging, our client offers a very diverse, international work place, where you can be yourself, as part of a very collaborative, healthy working environment with like-minded people. In addition, our client allows for flexible working (to include some home office working) for this...


  • Genève, Schweiz FINDERS SA Vollzeit

    Client: With a strong sense of belonging, our client offers a very diverse, international work place, where you can be yourself, as part of a very collaborative, healthy working environment with like-minded people. In addition, our client allows for flexible working (to include some home office working) for this challenging, temporary, full-time role.A...

  • Driving Operations

    vor 2 Monaten


    Genève, Schweiz DeRisk Technologies Vollzeit

    DeRisk Technologies seeks a reliable and detail-oriented individual to join our team as a driving operator. If you enjoy driving, possess excellent skills, and are passionate about technology, we want to hear from you!   Description The Program’s goal is to complete the mapping scope provided by our partner using Special Mapping equipment. The final...

  • Driving Operations

    vor 3 Wochen


    Genève, Schweiz DeRisk Technologies Vollzeit

    DeRisk Technologies seeks a reliable and detail-oriented individual to join our team as a driving operator. If you enjoy driving, possess excellent skills, and are passionate about technology, we want to hear from you!   Description The Program’s goal is to complete the mapping scope provided by our partner using Special Mapping equipment. The final...


  • Genève, Schweiz Robert Walters Switzerland Vollzeit

    For one of our historic clients, based in Geneva, we are actively looking for a Client Services Officer to cover a pregnancy leave of 8 months minimum.Key responsibilities include:Leading the onboarding process for new investors and clients, which involves opening transfer agency accounts and managing negotiation and review of pertinent legal...


  • Genève, Schweiz Robert Walters Switzerland Vollzeit

    For one of our historic clients, based in Geneva, we are actively looking for a Client Services Officer to cover a pregnancy leave of 8 months minimum.Key responsibilities include:Leading the onboarding process for new investors and clients, which involves opening transfer agency accounts and managing negotiation and review of pertinent legal...


  • Genève, Schweiz Brodard Executive Search Vollzeit

    For our client, a private bank based in Geneva, we are looking for an :Operations specialist – Temporary 12 months  Position :Answer questions regarding positions and securities transactions carried out by Operations to front office colleagues. Performing internal controls for predefined transactions.Main responsabilities :   First point of contact...

  • Supply Planner

    vor 1 Monat


    Genève, Schweiz AXEPTA SA Vollzeit

    For our client in medical devices, we are looking for a Supply planning Responsibilities: - Collect the Finished Products needs from the markets based on real orders and sales forecasts;- Define and propose stock coverage strategies in Germany;- Build delivery plans accordingly to our internal customer Merz Aesthetics, aligned and in close...

  • Supply Planner

    vor 1 Monat


    Genève, Schweiz AXEPTA SA Vollzeit

    Supply PlannerFor our client in medical devices, we are looking for a Supply planning Responsibilities: - Collect the Finished Products needs from the markets based on real orders and sales forecasts;- Define and propose stock coverage strategies in Germany;- Build delivery plans accordingly to our internal customer Merz Aesthetics, aligned and in close...

  • Supply Planner

    vor 1 Monat


    Genève, Schweiz AXEPTA SA Vollzeit

    For our client in medical devices, we are looking for a Supply planning Responsibilities: - Collect the Finished Products needs from the markets based on real orders and sales forecasts;- Define and propose stock coverage strategies in Germany;- Build delivery plans accordingly to our internal customer Merz Aesthetics, aligned and in close collaboration...

  • Supply Planner

    vor 1 Monat


    Genève, Schweiz AXEPTA SA Vollzeit

    Supply PlannerFor our client in medical devices, we are looking for a Supply planning Responsibilities: - Collect the Finished Products needs from the markets based on real orders and sales forecasts;- Define and propose stock coverage strategies in Germany;- Build delivery plans accordingly to our internal customer Merz Aesthetics, aligned and in...

  • Operations Specialist

    vor 2 Monaten


    Genève, Schweiz Brodard Executive Search Vollzeit

    For our client, a private bank based in Geneva, we are looking for an :Operations specialist – Temporary 12 months  Position :Answer questions regarding positions and securities transactions carried out by Operations to front office colleagues. Performing internal controls for predefined transactions.Main...


  • Genève, Schweiz EFG Bank Vollzeit

    Main responsibilitiesSupporting the Client Relationship Officer (CRO) in the daily business activities;Providing a top quality service to clients (regular contacts with clients by phone and/or visits);Preparation and control of documents for the account openings;Different processing operations (fiduciary, transfers, etc.);Procurement of stock market order...


  • Genève, Schweiz Deloitte Vollzeit

    Help our Banking clients transform their core business operations Deloitte Consulting is one of the fastest growing consulting firms in Switzerland. Combining the power of Deloitte's methodologies and tools with our deep industry knowledge and client experiences, we focus on delivering innovative solutions that truly impact our clients as well as our...


  • Genève, Schweiz Deloitte Vollzeit

    Finding the talent that makes Deloitte unique You will be part of the People Operations Team and responsible for the end-to-end employee life cycle. You will work in an agile working environment that enables you to develop your expertise in other HR areas and ultimately shape the way we hire, work and collaborate at Deloitte. How you can make an impact ...


  • Genève, Schweiz Michael Page Switzerland Vollzeit

    As a Project Manager - Process Engineering, you will join the Operations team in Geneva area. You will lead the implementation of many-sided projects on a development / production site from justification and technical design to successful implementation and commissioning.Project Manager Process Engineering (M/W/D)Our client is a leading global producer of...


  • Genève, Schweiz Michael Page Switzerland Vollzeit

    As a Project Manager - Process Engineering, you will join the Operations team in Geneva area. You will lead the implementation of many-sided projects on a development / production site from justification and technical design to successful implementation and commissioning.Project Manager Process Engineering (M/W/D)Our client is a leading global producer of...


  • Genève, Schweiz Richemont Vollzeit

    CONTEXTE   Nous sommes à la recherche d’un/une Operations & Boutique Coordinator rattaché(e) au Directeur des Opérations, pour une durée de 6 mois, disponible immédiatement jusqu’en décembre 2024, dans la Boutique Cartier de Genève.   Dans un contexte Maison de forte croissance, de transformation retail et d’accélération du...