At a leading financial institution, we are seeking a skilled professional to manage client data in our Fund Services division.
About the Role:
This is a challenging and rewarding opportunity to work with clients, ensuring their data is accurate and up-to-date. You will be responsible for technical setup and maintenance of client accounts, working closely with internal teams.
Main Responsibilities:
* Account setup and maintenance of client in CFS' core banking system
* Support process enhancement and development of client management
* Coordination and follow-up with internal stakeholders
* Ensure up-to-date client status for stakeholders in a timely manner
* Provide regular input on progress tracking
* Ensure a consistent and good client experience throughout the process
* Regular interaction and feedback to process stakeholders
Requirements:
* University degree, BAC + 3 or 5 with orientation finance or economics
* Customer focus is essential
* Very good organization of work and multi-tasking ability while setting right priorities
* Ability to maintain up-to-date knowledge and assume responsibility, capacity to work independently, as well under pressure, and meet deadlines
* Excellent communication and interpersonal skills
* Accuracy, curiosity, highly organized and flexible with problem-solving skills
* Relevant experience in the fund industry is an asset
* Good knowledge of MS-Office applications, analytical skills, and attention to detail
* Fluency in English (spoken and written)
* French and/or German is an asset
We offer a diverse and dynamic environment, opportunities for growth and development, and a competitive salary package.