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Robeco·4 days ago
4 days ago

Client Servicing Specialist (100%)

Zürich, SwitzerlandMid · 2-5 years

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About this role

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

H1B sponsor likely
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