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Senior Associate Financial Reporting
vor 1 Woche
Description of the Job
The Senior Associate - Client Reporting position involves supporting the PWM business in Switzerland by delivering accurate and timely client reports. You will work closely with the PWM Business teams based in Zurich and other PWM teams globally.
- Main Responsibilities:
- Support the development of processes and controls that ensure efficient delivery of client reports.
- Collaborate with Engineering teams to address exceptions and issues related to client reporting.
- Maintain accurate records and perform regular reviews to identify opportunities to improve processes.
- Participate in regional & global initiatives across PWM Operations and the Operations Division.
Requirements
To succeed in this role, you will need a Bachelor's degree with 3-5 years of relevant experience in financial services, ideally within a Reporting, Client Service, or Client Communications role. Proven analytical skills, problem-solving ability, and attention to detail are essential. You must also have excellent English language written and verbal skills, plus proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
