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Client Servicing Specialist (100%)

Robeco Zurich, Suisse
Mise en ligne il y a 3 jours CDI Competitive

Client Servicing Specialist (100%)

Robeco Zurich, Suisse
Client Servicing Specialist (100%)

Department



Robeco Switzerland is part of a Dutch asset manager with local offices in Switzerland. We are looking for a motivated team player to join our newly formed "Global Financial Institutions - Centre of Expertise" in Zurich.




Position & Requirements




Main Responsibilities:



In this position, you will be responsible for satisfying the servicing and reporting needs of our large key globally focussed investors.



  • Onboarding of new clients

  • Answering client requests

  • Coordination of stakeholders

  • Main point of contact for client-related inquiries for internal & external stakeholders such as Robeco's network of global sales offices, Global Financial Institutions and clients with specialised Investment Management Agreements (IMA)

  • Supporting Sales teams in operational matters

  • Coordinating operational activities involving multiple teams and stakeholders

  • Handle and respond to Requests for Information (RfI)

  • Assume AML & KYC/CDD responsibility for clients

  • Cash flow booking and monitoring

  • Contributing to, or owning internal projects




Requirements:



To facilitate this, you will require strong stakeholder management skills, a background in client facing roles, and a collaborative/team mindset. Skills in Python coding would be advantageous.



  • Team Player

  • Collaborative mindset

  • Experience in client facing roles

  • Stakeholder management

  • Asset Management/Finance/Banking experience

  • Multiple language skills advantageous

  • Programming (Python) skills advantageous



All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.



Robeco Recruiting Team

Référence  R2236
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