Client Data Management Specialist (100%)
Rothschild & Co
- Zurich
- CDI
- Temps-plein
- 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
- 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 is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with 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
- Everyone can choose to incorporate agile working principles into their working week
- We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home.
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