Client Administration support expert (Full-time/part-time)

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector. We are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes. 

You are committed to support the process management and data quality monitoring of the centralised customer static data file and the related portfolios.
Your actions cover a second level of control and directly contribute to challenge and improve the client data keyed in the system during the account opening or client lifecycle processes, impacting the quality of the data reported to the clients & the regulator. 
Besides, your expertise on various fields of the client data management and related processes enables you to participate to the transversal review and continuous improvement of data processes based on the issues encountered by the Client Administration officers and the best practices in terms of data management.  
You participate actively to all the projects impacting Client administration and related data, and more particularly the monitoring of IT developments.

Your focus is on the process flow, cost efficient tools, procedures review and update, and appropriate team training. 
As a contributor to a centralized data center, you work with many different internal entities, including Compliance and Audit, and with your peers at branch level, notably the branches running the Lombard Odier systems.

Key Accountabilities

• Support the Client Administration team on the IT, process and data optimization based on an autonomous analysis of Static Data files and related processes                                            
• Ensure a second level of control on the static data keyed in the systems, by the design and the maintenance of comprehensive control cockpit; produce the related dashboard to the management on a monthly basis                                            
• Follow up of Compliance and Audit items; take all actions in terms of procedures and processes to ensure the timely closing of these items                                            
• Keep up with all regulatory requirements impacting Client Administration in various fields: client data (AML, Mifid, EMIR, Data protection…), Risk (Anacredit, Incident reports) or Tax (FATCA, QI, CRS, UKRND, …)                                            
• Keep the client documentation up to date and be the referent for the maintenance of all documents in related Transit files                                            
• Assist in every project, including new IT releases, mass updates...                                            
• Contribute to the team's best practices, efficiency, procedure and user guide update 
• Monitoring of all Jiras/ incident tickets in Client Administration area, processing of corrective requests & mass updates, the participation in the analysis of new releases impacting client data tools                                            
• Training of Client Administration team members & raising of their awareness on various topics, in a change management perspective                                            
                        

Knowledge and Experience

• Bachelor Degree in Finance / Economics
• At least 5 years of experience

Attributes and Qualities

• Strong analytical mindset
• Team spirit and cooperating
• Being rigorous, disciplined and responsible in your approach
• Strong ability to organize work, meet deadlines, prioritize work under pressure,   coordinate multiple tasks and maintain attention to detail
• Being highly focused  on our customer's need
• Processes and procedures awareness, rigor to work in a structured environment and respect procedures and methods
• Capacity to make recommendations for continuous improvement
• Attention to detail and problem solving skills
• Good communication skills (both written and verbal)
   

Technical Skills

• Static data tools knowledge of : Portfolio Admin, CRg, G2CRM, LAR, Notif Admin, GAC, etc.

Languages Skills

• Fluent in french and english