Client Data Management Specialist

Your role

Join our dynamic 'Client Data Management & Onboarding' team as the frontline liaison with our Front Office. Your primary role involves meticulously verifying, checking and actioning client inquiries and agreements. All data is being processed and four eyes checked in Avaloq and in our internal systems.

The successful candidate will thrive in this role by actively seeking opportunities to streamline processes through automation, driving efficiency and innovation. Collaborating closely with teammates, you will identify and address challenges, devising and testing robust solutions. Additionally, you will play a vital role in maintaining and enhancing our department manuals, contributing to the team's overall success and growth.

Main Tasks

• 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

Qualifications

• 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

Benefits

• 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.