Wealth Management Leader
Vor 6 Tagen
About the Role
We are seeking a highly skilled and experienced Senior Associate - Client Reporting to join our PWM Operations team in Zurich.
In this role, you will be responsible for providing exceptional client service, ensuring accurate and timely reporting, and collaborating with internal stakeholders to deliver high-quality results.
- Key Responsibilities:
- Perform client reporting and communication functions, including pre-delivery data quality verifications, preparation of client mailings, and post-delivery failure monitoring.
- Cultivate and maintain strong relationships with PWM Business, Legal, Compliance, Technology, and Operations teams globally.
- Demonstrate dedication to client service excellence by expertly managing inquiries and ensuring timely resolution of queries or issues.
- Contribute to regional & global projects/initiatives across PWM Operations and the Operations Division as a whole.
Your Impact
You will have the opportunity to make a significant impact on our clients' experiences, working closely with cross-functional teams to deliver excellent service and support.
About Us
PWM Operations is a dynamic division that partners with all parts of the firm to deliver banking, sales, and trading capabilities to clients around the world. We provide essential risk management and control to preserve and enhance the firm's assets and reputation.
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