Supporting relationship managers and external asset managers (EAM)
Dealing with day to day client administration
Executing payment orders, trust accounts and their renewal, FX transactions, stock market transactions, asset transfers, credit card payments, etc.
Monitoring progress of tasks and ensure proper follow-up
Managing accounts, including account opening
Ensuring customer due diligence as well as KYC, AML, FACTS/QI and CRS/AIA administration
Checking KYC data before and after new entries
Reviewing EAM client profiles and maintaining files
Coordinate meeting, preparing documentation for client meetings
Transferring data from the CRM application to the KYC upgrade tool
Ensuring governance, risk management and compliance controls.

Bachelor’s or Master’s degree
Paralegal, Commercial Lawyer or Finance Professional
Professional experience in private banking or asset management
Knowledge of investment products, onboarding, file and form controls, CDB 20, KYC, ALM, FATCA, QI and CRS
Excellent organizational and interpersonal skills
Proficiency in IT, particularly MS Office and Excel
Reliable
Able to meet deadlines independently and systematically
Team-oriented and customer-focused approach to work
Ability to work with various stakeholders and interact effectively with clients
Fluent in English and French.

Client Service Specialist – EAM

Key skills