Client Data Management Specialist

vor 1 Woche


Genf, Genf, Schweiz Rothschild & Co Vollzeit

Client Data Management & Onboarding Specialist

Rothschild & Co, a leading global financial services group, is seeking a skilled professional to support its dynamic team.

The successful candidate will be responsible for verifying, checking, and actioning client inquiries and agreements, while streamlining processes through automation and driving efficiency and innovation.

Key Responsibilities:

  • Maintenance and processing of client static data for new client onboardings and changes in circumstances
  • Setup of Business Partner, Container, IPS, Money Account in Avaloq
  • Setup of mailing instructions and products
  • Setup of products such as eAccess, Asset Mgt Agreements
  • Check-ins of new account opening requests, upload of agreements, and 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

Rothschild & Co offers a range of benefits, including:

  • A commitment to safeguarding and enhancing the health and wellbeing of all employees
  • A conducive working environment and culture where people can succeed
  • A variety of inhouse trainings and tuition assistance for further education and training courses
  • The option to incorporate agile working principles into their working week
  • A flexible approach to where and when work is performed, with up to 40% of work time able to be performed from home


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