Client Relationship Administration Officer Middle
Il y a 5 mois
An exciting opportunity in a great company. Join us.
**What you can expect**:
The Middle Office has the primary objective to have a consolidated view of the relationship with Sales, Partners and Clients in order to guarantee a quality of service in line with Baloise’ strategic objectives.
The Middle Office takes care of all general customer (private clients and business partners) inquiries, is responsible for the onboarding of new partners such as Brokers, Asset managers and Custodian Banks, plays a strong role within the new business process and is involved in most of the projects. The Middle Office coordinates client and partner enquiries between internal departments such as Legal and Wealth Planning, Asset Controlling & Fund Valuation, Product Management and Operations.
You will work in a multicultural and open-minded team with a very good spirit in a dynamic and international environment. You will work in cooperation with other related departments such as Legal, Operations, Sales and Assets and hand in hand with the respective CRM in the Middle Office.
Your responsibilities within the Middle Office department:
- Together with your colleagues you will be in charge of the overall administrational part of the Middle Office
- Taking part to the entire Account opening process with our Custodian Banks all over Europe and Switzerland
- Preparing due diligence documents and queries within the account opening process and the ongoing relationship in cooperation with our Legal department
- Preparing and handling of tax forms within the Tax Reclaim and Tax Relief at Source process
- Taking care of requests for tax relief at source
- Managing the administrative part of onboarding new partners as well as the annual review of the partnership
**What we expect**:
- Minimum 5 years' experience in a similar position in the financial industry
- Strong administrational skills is mandatory
- French and English written and spoken is mandatory, any additional language would be an asset
- Previous experience in account opening process or due diligence questionnaire handling is an advantage
- Previous experience with withholding tax process is an asset
- Commitment and autonomy, solution-orientation and proactivity
- Excellent organizational skills
- Rigorous, structured and reliable work methodology
- Excellent team spirit, availability and flexibility
- Good knowledge of the Office package
Join us: Client Relationship Administration Officer Middle Office - International Life - Jetzt bewerben
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