Client Service Officer (100%)

at  Robeco Switzerland Ltd

Client Servicing is a department within Corporate Services, reporting to the Head of Client Servicing, RfP and Performance measurement (based in Zürich, Switzerland), that is the main contact, service partner and service delivery expert for our specialised Investment Management clients.

REQUIREMENTS FOR THIS POSITION:

In order to succeed in this job, you must have an understanding of or a demonstrable affinity with investment products. You strive to take initiative and can deal with different client types.

You will require strong communication and organizational skills and the ability to work with tight deadlines. You are Client-centric and opportunity-driven. Furthermore, you possess:

• A strong infinity to Sustainability, Finance & Asset Management. Work experience & further education in these areas are advantageous
• Excellent written and spoken English and German, additional language skills desirable

YOUR SOFT SKILLS:

• Pragmatic & solution-oriented approach and results-driven
• Demonstrated ability to work under pressure and meet strict deadlines
• Ability to develop effective working relationships and have a team-approach, while also being able to work independently for long periods
• Strong communication skills
• High degree of self-motivation, autonomous work style, sense of responsibility and quality awareness
  In this function you will Interact with many different disciplines of Robeco, including portfolio management, risk management, compliance, back office and legal affairs. With this you will obtain knowledge of the different facets of asset management and benefit from the opportunity to build an extensive network within the organization.
  Please send your complete application (incl. motivation letter, CV, and reference letters) via our homepage www.robeco.com on our job site.

• Main point of contact for client-related inquiries for internal & external stakeholders such as Robeco’s network of global sales offices, and clients with a specialised Investment Management Agreements (IMA)
• Creation, coordination, setting up of and ownership of recurring client reports
• Responsible for Requests for Information (RfI), whether physical or online
• IMA client onboarding for all Robeco products managed in Zurich
• AML & KYC/CDD responsibility
• Cash flow booking for clients with IMA managed in Zurich
• Contributor or owner to internal projects
• Handling of various day-to-day ad-hoc requests (eg market cap, holdings, product information, factsheets, ESGenius reports, portfolio insights)