Transfert Agent - Client Servicing

at  Pictet

Luxembourg, Canton Luxembourg, Luxembourg -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate18 Jun, 2024Not Specified19 Mar, 2024N/AGood communication skillsNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

YOUR TEAM

The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance.
Technology & Operations design and integrate software applications ranging from portfolio management systems, trading platforms to banking and corporate solutions. The division is responsible for some of the Group’s key innovations while sustaining business operations and developing custodian and funds administration services.

NOTE

We will not accept any CVs from agencies.
In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

Responsibilities:

  • As a client servicing agent (internal and external), playing an active role in problem solving and responding to clients promptly, in coordination with other departments.
  • Responding to different requests from investors to guarantee that a quality service is provided, which meets the requirements of high-end clients.
  • Providing assistance to internal requesters (clients, fund managers and other departments).
  • Being actively involved in planned/ongoing improvement projects in the Client Service team.
  • As a privileged intermediary for investors and clients, providing communication to ensure that client orders are recorded without error and in compliance with the clauses of the various prospectuses and with the regulations in force.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Administration

Graduate

Proficient

1

Luxembourg, Luxembourg