Analyst, Client
il y a 1 jour
**Description**:
What will you be doing?
- Determines the best set-up for client accounts and establishes or makes updates to client accounts.
- Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account.
- Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant.
- Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc.
- Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays.
- Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
**Profil**
Who are we looking for?
- m/w/x
- Bachelor or Master
- Excellent written and spoken English, Dutch and French
- Very good written and oral communication
- Highly motivated, able to learn quickly and independently (work will be done at home)
- Team player
- Problem solving - Think out of the box
- Experience in Client Facing and/or Project management would be a plus
**Offre**
What is in it for you?
- Salary around 2500€ - 2700€ (Bachelor or Master).
- Extra legal advantages
- An experience in a worldwide known company
**Entreprise**
Our client is a worldwide financial company, specialising mainly in securities issuance, private banking, treasury management and investment management.
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