Fund Operations Specialist (m/f), 100%

23.02. | Employee | 100%

To strengthen its local client services team and reporting to the Regional Head of Client Services, for its Zurich office our client is looking for two experienced Fund Operations Specialists.

Fund Operations Specialist (m/f), 100%

Our client is one of the world's leading wealth-tech companies with a service offering which includes data & analytics, portfolio & reporting tools, research and regulatory services. Created in 2000, the company today offers the largest fund distribution network globally and access to the world's largest universe of mutual fund and ETFs.

Description

The new team members will support their colleagues with the following tasks

  • Serve as first point of contact and day-to day relationship management activities for existing clients
  • On-boarding project management tasks for new clients
  • Coordinating client requests with internal stakeholders
  • Actively support improvement of internal processes
  • Perform account opening process with transfer agents
  • Management of stock transfers (Migrations/Daily business)
  • Occasional travel when required

Profile

  • At least 3-5 years of work experience within the fund industry or in the custody business
  • Familiar with operations services (e.g. fund dealing, custody, payments, SWIFT)
  • Client focused and quality-driven attitude
  • Ability to interact independently with institutional clients
  • Analytical mindset
  • Advanced PC skills
  • This role requires candidates with BOTH a fluency in German AND English. French is a further plus

Job Offer

  • Competitive pay and an attractive benefits package
  • Wide variety of projects and tasks, ambitious goals, and independence in achieving them
  • Modern office in a convenient location in the heart of Zurich