Client Data Management Specialist

vor 2 Monaten

Genf, Genf, Schweiz Rothschild & Co Vollzeit

About Rothschild & Co

Rothschild & Co is a leading global financial services group with a rich history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital, and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities, and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management, and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

We are committed to an inclusive and supportive environment where diversity and different perspectives are valued.

Your Role

As a Client Data Management Specialist, you will be the frontline liaison with our Front Office, meticulously verifying, checking, and actioning client inquiries and agreements.

All data is being processed and four eyes checked in Avaloq and in our internal systems.

You will thrive in this role by actively seeking opportunities to streamline processes through automation, driving efficiency and innovation.

Collaborating closely with teammates, you will identify and address challenges, devising and testing robust solutions.

You will play a vital role in maintaining and enhancing our department manuals, contributing to the team's overall success and growth.

Main Responsibilities

  • Maintenance and processing of client static data for new client onboardings and in case of change in circumstances
  • Setup of Business Partner (BP), Container (CONT), IPS (Investment Policy Strategy), Money Account (MACC) in Avaloq
  • Setup of Mailing instructions incl. products
  • Setup of products such as eAccess, Asset Mgt Agreements
  • Check-ins of new account opening request coming from the front; upload of agreements, 2 & 4 eyes in various systems
  • Processing of eAccess support request tickets and support of CA in related matters, working closely with IT
  • Review and processing of credit card applications
  • Reviews and updates of signature cards & lists
  • Closing of Business Partners
  • Processing of daily mail, internal and external for Zurich & Geneva and all couriers
  • Back-up of the telephone switchboard
  • Introduction and supervision of PWA-trainees
  • Regular quality controls
  • Submitting ideas to improve processes and procedures

Requirements

  • Experience in a similar position
  • Profound knowledge of CDB 20
  • Avaloq knowledge
  • IT affinity
  • Basic knowledge on various tax regulations (QI/FATCA/AIA)
  • Good language skills in German, English, and preferably French
  • Team-Player, reliable, open, independent, initiative, well organized, quick thinking

Benefits

  • Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees.
  • We provide a range of healthcare services and benefits that aim to support their overall wellbeing.
  • We are conducive to creating a working environment and culture where people can succeed.
  • We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses.
  • Everyone can choose to incorporate agile working principles into their working week.
  • We have learned a great deal about the adaptability, commitment, and resilience of our people.

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