Data Management and Onboarding Specialist

vor 3 Wochen


Zürich, Zürich, Schweiz Rothschild & Co Vollzeit

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.

We are committed to an inclusive and supportive environment where diversity and different perspectives are valued. Our team is focused on attracting, developing, and retaining high-calibre talent to ensure we benefit from the value of difference.

This role involves verifying, checking, and actioning client inquiries and agreements in a meticulous manner. You will be the frontline liaison with our Front Office, ensuring seamless communication and data processing. Your primary responsibilities include maintaining and processing client static data for new client onboardings and changes in circumstances.

Additionally, you will set up Business Partners, Containers, Investment Policy Strategies, Money Accounts, and products such as eAccess and Asset Management Agreements in Avaloq. You will also process eAccess support request tickets, work closely with IT, review and process credit card applications, and maintain signature cards and lists.

This position requires experience in a similar role, profound knowledge of CDB 20, Avaloq expertise, and basic knowledge of tax regulations. Proficiency in German, English, and French is essential, along with excellent language skills. As a team player, you will thrive in this role by actively seeking opportunities to streamline processes through automation, driving efficiency and innovation.

The successful candidate will have the opportunity to grow and develop their skills, contributing to the team's overall success and growth. We offer a range of benefits, including flexible working arrangements, healthcare services, and tuition assistance for further education and training courses.

Key Responsibilities:



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