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Project management specialist • genf

Zuletzt aktualisiert: vor 5 Tagen
Client Data Management Specialist

Client Data Management Specialist

Rothschild & CoGeneva
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, i...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Senior Project Manager - Asset Management (M / F)

Senior Project Manager - Asset Management (M / F)

FinTouchGenève, Geneva, Switzerland
As a Senior Project Manager, you will act as the trusted partner of our clients, driving complex projects from strategy to execution. You will coordinate cross-functional teams, manage stakeholders,...Mehr anzeigenZuletzt aktualisiert: vor 19 Tagen
Remote Project Management Intern – Shoppeal Tech Pvt. Ltd

Remote Project Management Intern – Shoppeal Tech Pvt. Ltd

JobspaddyGeneva
Homeoffice
OPC) is a startup that provides IT services and career-relevant training for students.Sudhanshu Singh (CEO at Shoppeal tech), Shoppeal Tech has been recognized by Silicon India Startup City as one ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Project Lead

Project Lead

LHHGeneva, Switzerland
For one of our clients a banking company, in Geneva, we are recruiting a Project Leader who is open-minded and client-oriented, is passionate about his work, who believes in success and has a stron...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Project Officer

Project Officer

CTIGeneva, GE, CH
Quick Apply
CTI is seeking a motivated and well-organised Project Officer to support the planning, implementation and follow-up of CTI’s activities, including country engagement, capacity-building ev...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Specialist, Risk Management and Compliance

Specialist, Risk Management and Compliance

WHOGeneva, Switzerland
Under the general supervision of the Director of Administration (AM) and the direct supervision of the Senior Advisor, Enterprise Risk Management and Compliance (ERM), the incumbent is responsible ...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Risk Management Internship

Risk Management Internship

EYGeneva, Switzerland
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Mehr anzeigenZuletzt aktualisiert: vor 5 Tagen
Project Manager

Project Manager

Sécheron Hasler GroupGeneva, GE, CH
Quick Apply
Sécheron Hasler Group continues the Swiss tradition of over 140 years in the field of railway technology.We are a leading global supplier of electrical and electronic safety components and solution...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Project Management Officer - GBS and GRE M / F

Project Management Officer - GBS and GRE M / F

STMicroelectronicsGeneva
Reporting directly to the head of Global Business Services (GBS Finance & Procurement) and Global Real Estate (GRE), this position is to assist GBS and GRE primarily in the support of project manag...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Data Project Management Intern

Data Project Management Intern

RichemontGeneva, GE, CH
As the Data Project Management Intern, you will be in charge of : .Assisting in data transformation program management : . Help manage the portfolio of initiatives on the data transformation roadmap.Co...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Camp Coordination and Camp Management (CCCM) Assessment Specialist

Camp Coordination and Camp Management (CCCM) Assessment Specialist

IMPACTGeneva, Switzerland
We are currently looking for a.REACH Assessment Specialist to.REACH Global Programmes CCCM portfolio : .Under the supervision of the REACH Public Services, Markets and Infrastructure Unit Manager, th...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Project Leader

Project Leader

Adecco Human Resources AGGeneva, CH
For one of our clients a banking company, in Geneva, we are recruiting a Project Leader who is open-minded and client-oriented, is passionate about his work, who believes in success and has a stron...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Store Construction & Maintenance Manager m / f (100%)

Store Construction & Maintenance Manager m / f (100%)

VisilabGroupMeyrin, GE, Switzerland
The VisilabGroup, as part of the globally operating company EssilorLuxottica, is the No.Switzerland with the brands Visilab, Kochoptik, McOptic, and Linsenmax, and 170 stores.In connection with a n...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Business Event Services Specialist

Business Event Services Specialist

World Economic ForumGeneva
The World Economic Forum is an international organization that brings together leaders from business, government, academia, and civil society to build industry, regional and global agendas, address...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Finance Corporate Performance Management Specialist

Finance Corporate Performance Management Specialist

MSC CRUISESGE, CH
The Finance CPM Specialist will be responsible, within the Finance Transformation function, for supporting the financial consolidation and the planning processes of the Group.The jobholder will tak...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Immunization Specialist (Vaccine Management) - P4

Immunization Specialist (Vaccine Management) - P4

cinfoGeneva, Geneva, Switzerland
To qualify as an advocate for every child you will have?.A first University Degree in combination with experience in immunization supply chain management (iSCM), or Effective Vaccine Management (EV...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Client Data Management Specialist

Client Data Management Specialist

Rothschild & CoGeneva
Vor 30+ Tagen
Stellenbeschreibung

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

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.