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Client Service Specialist – EAM
coni+partner AG. Supporting relationship managers and external asset managers (EAM) .
About the role
Key responsibilities & impact- Supporting relationship managers and external asset managers (EAM)
- Dealing with day to day client administration
- Executing payment orders, trust accounts and their renewal, FX transactions, stock market transactions, asset transfers, credit card payments, etc.
- Monitoring progress of tasks and ensure proper follow-up
- Managing accounts, including account opening
- Ensuring customer due diligence as well as KYC, AML, FACTS/QI and CRS/AIA administration
- Checking KYC data before and after new entries
- Reviewing EAM client profiles and maintaining files
- Coordinate meeting, preparing documentation for client meetings
- Transferring data from the CRM application to the KYC upgrade tool
- Ensuring governance, risk management and compliance controls.
Requirements
What you’ll need- Bachelor’s or Master’s degree
- Paralegal, Commercial Lawyer or Finance Professional
- Professional experience in private banking or asset management
- Knowledge of investment products, onboarding, file and form controls, CDB 20, KYC, ALM, FATCA, QI and CRS
- Excellent organizational and interpersonal skills
- Proficiency in IT, particularly MS Office and Excel
- Reliable
- Able to meet deadlines independently and systematically
- Team-oriented and customer-focused approach to work
- Ability to work with various stakeholders and interact effectively with clients
- Fluent in English and French.
Benefits
Comp & perks- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
KYCAMLFATCAQICRSinvestment productsclient administrationpayment ordersasset managementfile and form controls
Soft Skills
organizational skillsinterpersonal skillsreliabilitydeadline managementteam-orientedcustomer-focusedeffective communicationindependent worksystematic approachstakeholder interaction
Certifications
Bachelor’s degreeMaster’s degreeParalegalCommercial LawyerFinance Professional