Description de poste
For one of our clients, an Asset Manager based in Geneva, we are looking for a :
CLIENT SERVICING OFFICER - INSTITUTIONAL CLIENTS (CDD 12 MONTHS)
Job description
- Providing assistance to client relationship managers in their marketing activities by creating follow-up tools, organising events and mailings, and updating client databases
- Working with the client relationship managers and/or portfolio managers to deal with requests from clients and consultants
- Taking responsibility for the administrative management of client accounts - following up on and updating contract, account-opening and account-closing documents in cooperation with various in-house teams and our external partners
- Placing orders for subscriptions to/redemptions from units in investment funds and then monitoring payment traffic
- Liaising with the different investment teams and portfolio managers to provide follow-up on client's requests
- Assisting with internal projects and mailings for Client Servicing Switzerland
Profile required
- A minimum of three to five year's experience of working in asset management; experience of client relations would be an asset
- Highly motivated with a keen interest in asset management and pension provision
- Excellent command of French and English, Good knowledge of German would be a plus
All files will be treated with the utmost confidentiality