Private Wealth Management Operations Client Reporting Team: Analyst
This opportunity is ideal for individuals looking to leverage their risk management skills and commitment to excellent client experience in a dynamic environment.
You will support the PWM business in Switzerland and gain valuable experience working closely with Legal, Compliance, Technology, Finance, and global Operations teams.
The Client Reporting Team plays a vital role in delivering banking, sales, trading, and asset management services worldwide.
You will contribute to a high-performing environment and support PWM Operations globally by performing client reporting tasks, including data quality checks, client mailings, failure monitoring, and addressing issues with Engineering teams.
Key Responsibilities:
1. Support and grow the PWM business in Switzerland.
2. Partner with PWM Business and Engineering teams to deliver high-quality service through accurate and efficient reporting, queries, and requests.
3. Build strong relationships using excellent communication skills with PWM Business, Legal, Compliance, Technology, and Operations teams worldwide.
4. Perform client reporting tasks, including data quality checks, client mailings, failure monitoring, and addressing issues with Engineering teams.
5. Provide outstanding client service by managing inquiries and resolving issues promptly.
Requirements:
* Bachelor's degree with 1-3 years of relevant experience in financial services, ideally in Reporting, Client Service, or Client Communications.
* Strong analytical, problem-solving, and control skills, with meticulous attention to detail.
* Ability to build relationships and communicate complex issues effectively across different internal teams.
* Self-motivated, proactive, and accountable team player.
* Excellent organizational skills and ability to manage multiple priorities.
* Outstanding communication and relationship management skills.
* Proficiency in English (written and verbal); knowledge of German, Spanish, Italian, or French is a plus.