Client Operations Manager – Location
vor 3 Wochen
We are seeking a highly skilled Client Operations Manager to join our team in Switzerland. As a key member of our Asset Management Operations team, you will be responsible for overseeing local Client Operations processes and data input, working closely with other Client Operations teams in Europe and the Global Service Center Client Operations team.
Key Responsibilities- Oversee local Client Operations processes and data input, including Intermediary due diligence via UME platform, Client Onboarding via Appian platform, and Client Document Management.
- Contribute to the development of global standardised processes within the Client Operations target operating model, including critical workflows such as Distributor/Wholesaler on-boarding, Rebate Payment oversight and approval, and Client KYC outsourcing oversight and management of client data requests.
- Manage and contribute to Know Your Distributer outsourcing oversight and management of distributor data requests.
- Work in partnership with Business Technology/IT Team to prioritize core deliveries within an Agile project environment, contributing to PI Planning cycles and developing suitable OKRs for the local business to measure against.
- Management/Oversight of local wholesale client operations vendor, including 3rd party non-vendor monthly screening process.
- Support local Sales leads through the on-going review and revision of current operational processes to enhance efficiencies, implement single global models, and ensure alignment to improve client experience.
- Understand major regulatory changes and their impacts on customers and internal teams, working collectively to identify and deliver solutions.
- Provide constructive challenge to existing practices/proposed initiatives and generate new and innovative solutions to address complex issues facing Asset Management Switzerland client operations.
- Apply external market knowledge and benchmarks and internal benchmarks and insights to identify opportunities to improve performance and practices.
- We are looking for a proven executive with strong general management and leadership skills.
- A strong understanding of the asset management operational environment and developing distribution model and challenges.
- Proven previous experience on the core processes used within Client Operations (UME/CAR/Appian/CAM).
- Proven prior experience in overseeing outsourced activities and vendor management processes.
- Confidence and track record in building solid working relationships with key stakeholders.
- Ability to manage and prioritise the needs of multiple stakeholders.
- Focused and analytical individual with strong interpersonal skills and the confidence to interact with senior management and make measured decisions which may have far-reaching implications.
- Demonstrable evidence of delivering against a strategic vision whilst having the ability to understand detail and processes.
- An understanding of the product delivery environment and lifecycle is preferable but not essential.
- Ability to support decisions with sound reasoning. Ability to clearly articulate business and regulatory implications of analysis and findings.
- Highly motivated self-starter with proven ability to work collaboratively within a team and who can influence and motivate people around them.
- Good presentation skills.
- Problem solver.
- Adaptable and can thrive in a diverse work environment.
- Due to immigration restrictions in Switzerland, we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.
We offer a range of benefits, including health and meal allowance, public transport or (e-)bike allowance, family-focused benefits, emergency childcare, purchased holidays scheme, unpaid leave, sabbatical, volunteering leave, accident insurance, and an attractive pension scheme.
We also offer a range of resources to support your mental, physical, and social well-being, including various sports and leisure activities, a confidential service to help you deal with personal problems, and opportunities to work internationally.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business, and our people. We are committed to being an inclusive employer and encourage applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long-term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information, military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate.
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