Financial Services Coordinator

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.
  • We have a flexible approach to where and when we work, allowing up to 40% of work time to be performed from home.

  • Financial Transaction Coordinator

    vor 1 Woche

    Genf, Genf, Schweiz Michael Page Vollzeit

    At Michael Page, we are seeking a talented Financial Transaction Coordinator to join our team in Geneva. This is a fantastic opportunity to work in a professional environment with a strong focus on quality and employee well-being. As a key member of our team, you will be responsible for managing financial transactions, ensuring timely and accurate...

  • Financial Operations Coordinator

    vor 3 Wochen

    Genf, Genf, Schweiz Michael Page Vollzeit

    The Financial Operations Coordinator will be responsible for managing financial transactions, including book purchase orders and non-purchase orders invoices. They will also follow up on purchase orders issues, handle vendors and internal stakeholders' queries, and manage employees' travel expenses. Additionally, they will participate in annual closing...

  • Financial Operations Coordinator

    vor 2 Monaten

    Genf, Genf, Schweiz WIPO Vollzeit

    Job SummaryWe are seeking a highly skilled and detail-oriented Finance Assistant to join our team at WIPO. The successful candidate will be responsible for providing financial support to the Accounts Payable Unit, ensuring the accuracy and efficiency of financial transactions, and maintaining a high level of customer service.Key ResponsibilitiesProcess...

  • Financial Services Advisor

    vor 2 Monaten

    Genf, Genf, Schweiz Desjardins Vollzeit

    Financial Services Advisor **Job Summary** As a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, helping individuals and businesses achieve their financial...

  • Financial Operations Specialist

    vor 1 Monat

    Genf, Genf, Schweiz Medecins Sans Frontieres Vollzeit

    Job Title: Finance CoordinatorMedecins Sans Frontieres is seeking a highly skilled Finance Coordinator to join our team.ResponsibilitiesDevelop and implement financial transaction procedures and systems to ensure transparent and traceable accounting practices.Analyse project budgets to ensure funds are used in accordance with funding contracts, proposing...

  • Financial Operations Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz Medecins Sans Frontieres Vollzeit

    Job Title: Finance CoordinatorMedecins Sans Frontieres is seeking a highly skilled Finance Coordinator to join our team.Responsibilities:Develop and implement financial transaction procedures and systems to ensure transparent and traceable accounting practices.Analyse project budgets to ensure funds are used in accordance with funding contracts, proposing...

  • Financial Services Specialist

    vor 4 Wochen

    Genf, Genf, Schweiz Desjardins Vollzeit

    Job Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting and trusting business relationships, ensuring that our clients are satisfied with the services they receive.Key...

  • Financial Services Specialist

    vor 1 Monat

    Genf, Genf, Schweiz Desjardins Vollzeit

    Job Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring member/client satisfaction, and driving results through recommendations of investments,...

  • Event Coordinator

    vor 3 Wochen

    Genf, Genf, Schweiz Tunon Vollzeit

    Event CoordinatorJoin our team as an Event Coordinator at Tunon in Geneva. As an Event Coordinator, you will be responsible for supporting the Office Manager with the organization of camps and courses, as well as assisting in the planning and execution of events.Key Responsibilities:Assist the Office Manager with organizing the logistics of camps and...

  • Financial Services Advisor

    vor 4 Wochen

    Genf, Genf, Schweiz Desjardins Vollzeit

    Job Title: Personal Finance AdvisorAs a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting business relationships, ensuring our clients are satisfied with our services.Key Responsibilities:Advise clients on...

  • Financial Services Professional

    vor 1 Monat

    Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    Financial Planner Opportunity in Geneva, SwitzerlandWe are seeking a skilled Financial Planner to join our team in Geneva, Switzerland. As a Financial Planner, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings.Key Responsibilities:Develop and...

  • Financial Services Professional

    vor 1 Monat

    Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Financial Planner OpportunityWe are seeking a skilled Financial Planner to join our team at Click and Connect Online Limited. As a Financial Planner, you will be responsible for providing expert advice to clients on their financial planning needs, including lump sum investing, portfolio management, and retirement planning.Key Responsibilities:Engage with...

  • Event Coordinator

    vor 3 Wochen

    Genf, Genf, Schweiz Michael Page Vollzeit

    Event CoordinatorWe are seeking a highly organized and detail-oriented Event Coordinator to join our team at Michael Page. As an Event Coordinator, you will be responsible for providing administrative support for the construction and setup of the event pavilion. This includes coordinating with service providers on contracts, scheduling, and payments,...

  • Financial Operations Coordinator

    vor 2 Monaten

    Genf, Genf, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    **About the Role**At CH10 - BJB Bank Julius Baer & Co. Ltd., we are seeking a highly skilled and experienced professional to join our team as a Business Support Specialist. This role will provide critical support to the Head of Intermediaries Western CH & Americas, ensuring the smooth operation of daily business activities, including financial management,...

  • Printing and Distribution Coordinator

    vor 1 Monat

    Genf, Genf, Schweiz International Labour Organization Vollzeit

    Job Title: Printing and Distribution CoordinatorCompany: International Labour OrganizationDepartment: INTSERVLocation: GenevaContract Type: Fixed TermAbout the Position:The Printing and Distribution Coordinator position is part of the Production Management Services (PMSERV) within the Publications and Documents Production, Printing and Distribution Unit...

  • Financial Services Professional

    vor 3 Wochen

    Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    At Click and Connect Online Limited, we are seeking a highly skilled Financial Services Professional to join our team in Geneva, Switzerland. As a Financial Planner, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management, retirement planning, and regular savings.The ideal candidate will have a...

  • Financial Services Leader

    vor 1 Monat

    Genf, Genf, Schweiz WIPO Vollzeit

    Job DescriptionJob Title: Director, Finance DivisionJob Summary:The Director, Finance Division will lead the Finance Division of the Department of Program Planning and Finance at WIPO. The successful candidate will be responsible for planning and managing the work and resources of the Division, mentoring and motivating the teams, leading the digital...

  • Financial Operations Specialist

    vor 2 Monaten

    Genf, Genf, Schweiz Medecins Sans Frontieres Vollzeit

    Job SummaryWe are seeking a highly skilled and experienced Financial Coordinator to join our team at Medecins Sans Frontieres. As a key member of our finance department, you will be responsible for implementing and supervising financial transaction procedures and systems, ensuring transparent and traceable accounting practices.Key ResponsibilitiesDefine and...

  • Strategic Financial Services Advisor

    Vor 5 Tagen

    Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    The position of Financial Solutions Consultant at Independent Resourcing Consultancy Ltd is designed for a dynamic professional seeking to make a meaningful impact in the financial services sector. As a Financial Solutions Consultant, you will engage with clients across Switzerland, providing expert advice on lump sum investing, portfolio management,...

  • Financial Services Consultant

    vor 3 Wochen

    Genf, Genf, Schweiz CAPCO Vollzeit

    About the RoleAs a Consultant Wealth and Asset Management at Capco, you will advise clients on the definition and development of business solutions, operating models, and implementation in the wealth and asset management industry.Your ResponsibilitiesEngage in all parts of projects, from planning, budgeting, deliverables definition, risk assessment, and...