Client Onboarding Analyst Paralegal

coni partner established 1993 is a consultancy company with headquarter in Zurich and subsidiaries in Dsseldorf and Shanghai. We are specialised in customfit staffing in tune with the corporate culture by ensuring a perfect match of professional skills references and personal as well as social skills of successful candidates.

Our client is a bank in Zurich. We are looking for an onboarding professional (m w d) with organizational skills as a

Client Onboarding Analyst / Paralegal

Tasks

Responsible for client onboarding of new and existing institutional investors as well as project management in the area of structuring and interlinking of the department / As the single point of contact for the client coresponsible in a team of two professionals for the linking of investors with reference to mandates in the investment business / After onboarding holistic and autonomous customer service with the support of the specialist departments / Early identification of customer needs / Responsible for verbal and written communication with institutional investors and establishment of a sustainable customer binding / Responsible for the smooth flow of data and information in the middle and backoffice processes to external service providers / Single point of contact for banks and custodians related to Operations / Overseeing pre and posttrade activities for Securities Operations and Corporate Action processes / Managing investment data and product information / Controlling ongoing automation of Operations processes / Supporting fund launches and product initiatives from an Operations perspective / Ad hoc project management.

Requirements

KV Paralegal Bachelors / Degree in Business Administration or Economics / Professional experience in a similar function in onboarding clients in Asset Management in fund management or an outsourcing firm / Investment product knowledge such as Equities Fixed Income or Hedge Funds / Knowledge of middle and backoffice processes / Experience with project management or with coordination function / Experience with automation / Interest in IT and data / Open minded / Team player / Skilled in dealing with different clients / Reliable and sustainable in working relationship / Good handling of MSOffice Excel and PP / German and English.

Please apply by email to contact(at)conipartner. com. For additional information please call Mr. Ivano Coni.

coni partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH8032 Zrich

Tel.: