
Client Servicing Specialist (100%)
Robeco Zurich, Switzerland
Client Servicing Specialist (100%)
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
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