Client Administration

Vor 3 Tagen

Zurich, Schweiz BNP Paribas Vollzeit

**Description of the assignment**

The Client Administration & Onboarding Team is part of the Business Implementation and is responsible for the overall client on-boarding and administration process including the opening, maintaining and closing of static data in the main bank systems, with particular regard to customers, cash & securities accounts, securities and counterparts.
The Client Administration & Onboarding Manager Team is the main entry point for customer requests related to opening, modification and closure and ensures the overall delivery of efficient and high quality operational and administrational client support in close coordination with all business partners and internal BP2S teams. The aim is to have a high quality set of client data from the beginning to the end of the client relationship. Hence, be an active and valuable part in the positive client’s experience and journey throughout the relationship. Therefore, the Team Lead holds the vision of the team and ensures the guiding principles are adopted by leading by example.

**Main activities**

The following duties reflect the core responsibilities that the Team Leader roles implies. It is to highlight that these can evolve in time as the business follows a dynamic process.

**Team Lead**:

- Ensure the team has a proper structural and cultural environment
- Establish and foster a positive team work culture allowing an active learning culture
- Ensure the capacity of the team is well managed and the development of the individual team members is taken into consideration
- Understand when to escalate and how to manage issues
- Take on the general duties such as continuous feedback rounds, team member meetings, objective and personal goals settings.
- Proactively contribute to the team’s overall vision and goal which is achievement of a high data quality and maintaining a high client service satisfaction
- Manage hybrid team set-ups
- Full responsibility on HR related topics

**Specific duties**:

- Overview the different areas and phases (client onboarding, administration, client offboarding)
- Control plans implementation and follow through
- KYC re-certifications handling
- Reporting to clients (MIS and statistics)
- Attending BACs
- Audit requests handling

**Searched profile**

**Professional Career Track/Experience**
- Minimum of 5 years of experience within Middle/ Back-office
- Proven experience interacting with clients at all levels
- Experience in working with remote teams
- Management experience: ideally 3 years

**Professional Skills/Know-how**
- Commercial education
- Fluent in English, German
- Computing skills and MS office Suite

**Behavioural Skills**:

- Ability to collaborate/Teamwork
- Ability to deal with difficult situations
- Organisational skills - following through
- Adaptability
- Communication skills - oral & written in various languages (see above)
- Empathy and resilience
- Ability to engage and motivate
- Ability to share/pass on knowledge
- Ability to synthetize/simplify
- Solution oriented approach and ownership
- Creativity & Innovation/share ideas

**Transversal Skills**:

- Analytical and critical thinking
- Negotiation skills
- Conflict management

  • Client Executive, Russia

    Vor 2 Tagen

    Zurich, Schweiz Rothschild & Co Vollzeit

    About Us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to...

  • Assistant Trust Administration

    vor 1 Woche

    Zurich, Schweiz KENDRIS AG Vollzeit

    KENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...

  • Gwm Client Account Manager

    Vor 2 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 265228BR **City** - Schaffhausen **Job Type** - Full Time, Part Time **Your role** - Als Client Account Manager sind Sie Teil unseres Client Service Teams in Schaffhausen, das zusammen mit den Kundenberater/innen unseren in Deutschland...

  • Client Support Manager

    Vor 2 Tagen

    Zurich, Schweiz Fidelity International Vollzeit

    **About the opportunity**: **Purpose of the Role** As a member of the Swiss sales team, the Client Support Manager works in partnership with the sales team to ensure the effective and efficient implementation of the sales & marketing plan. The Client Support Manager is responsible for supporting wholesale clients’ requests and services offered to our...

  • Wm Client Advisor Assistant Us-related Clients

    vor 1 Woche

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260135BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you able to handle multiple priorities with...

  • Assistant Trust Administration

    Vor 3 Tagen

    Zurich, Schweiz KENDRIS AG Vollzeit

    KENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...

  • Client Service Executive

    vor 13 Stunden

    Zurich, Schweiz Deutsche Bank Vollzeit

    **OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...

  • Head of Central HR Administration

    vor 13 Stunden

    Zurich, Schweiz Experis Vollzeit

    For our Swiss Headquarters office located in Morges, we are looking for a **Head of Central HR Administration** **Your mission** Our central HR Administration team is located across Switzerland and manages all temporary assignments for our Key Clients. This includes all administrative matters, such as contract creation, onboarding of temporary employees,...

  • Project Manager

    Vor 2 Tagen

    Zurich, Schweiz Evooq Vollzeit

    At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized according to a flat structure, through highly...

  • Mandate Manager Private Clients

    Vor 2 Tagen

    Zurich, Schweiz KENDRIS AG Vollzeit

    KENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...

  • Fund Accounting

    vor 13 Stunden

    Zurich, Schweiz State Street Vollzeit

    Who we are looking for This role can be performed in a hybrid model, where you can balance work from home in Switzerland and office to match role requirements. Why this role is important to us The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they...

  • Manager Trust Administration

    vor 13 Stunden

    Zurich, Schweiz KENDRIS AG Vollzeit

    KENDRIS is a leading, independent Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management. Our clients include companies, individuals and families as well as family offices, financial institutions, law firms and tax consultancies. In our multicultural company, we...

  • Client Advisor Wm Mea Region

    vor 13 Stunden

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246906BR **City** Zürich **Job Type** Full Time **Your role** Are you at your best when serving clients and building relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us: -...

  • Student Support

    vor 13 Stunden

    Zurich, Schweiz LGT Capital Partners Vollzeit

    Job Description The Client Services Liquid Markets team acts in between the investment management teams and relationship managers. The team is responsible for a variety of activities throughout a fund’s/mandate’s lifecycle including questionnaires from clients and prospect clients, consultant database management and requests as well as preparation of...

  • Intern Private Clients

    vor 1 Woche

    Zurich, Schweiz Rothschild & Co Vollzeit

    About Us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to...

  • Client Advisor, Zurich Globus

    Vor 7 Tagen

    Zurich, Schweiz Maison Valentino Vollzeit

    **Location**: Zurich, CH ID: 7676 WHY WORK FOR VALENTINO Founded in Rome 1960, Valentino is an Italian Maison de Couture that aims to provide uniqueness to our customers through mastery, creativity, intimacy and care. As of today, Valentino counts about 4.000 colleagues in 30 different Countries all over the world. Every branch of the Valentino universe...

  • Wm Client Account Manager

    Vor 7 Tagen

    Zurich, Schweiz UBS Vollzeit

    Schweiz - Zürich - Business Management, Administration & Support, Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 264609BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Ihre Rolle** - Sie möchten sich beruflich weiterentwickeln und in einem dynamischen sowie fordernden Umfeld arbeiten? Sie...

  • Lead Administration Team

    vor 13 Stunden

    Zurich, Schweiz Mercer Vollzeit

    **Lead Administration Team / Office Coordinator (M/F/d)**:**What can you expect**: In this position, you are leading the administration team, supporting our Business Leads in administrative tasks as well as collaborate with the Chief of Staff on top priority projects. You will be working for one of the leading employee benefit consultancies and profit from...

  • Client Account Manager

    Vor 6 Tagen

    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 257715BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? Are you a strategic, solution-oriented thinker and...

  • Administration Intern

    Vor 4 Tagen

    Zurich, Schweiz Packimpex Vollzeit

    **Tailoring relocation solutions**: We have been striving for business excellence since the foundation of the company nearly 45 years ago. Constant quality and customer orientation has led to continuous growth and market leadership. With 14 offices across Belgium, Germany, UK, Switzerland and the Netherlands, we provide a wide range of relocation solutions....