Client Data Management Specialist

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

Benefits