Client Servicing Specialist

Department Robeco Switzerland is part of a Dutch asset manager with local offices in Switzerland. We are looking for a motivated team player to join our newly formed “Global Financial Institutions - Centre of Expertise” in Zurich.

Main Responsibilities:

• Onboarding of new clients
• Answering client requests
• Coordination of stakeholders
• Main point of contact for client-related inquiries for internal & external stakeholders such as Robeco’s network of global sales offices, Global Financial Institutions and clients with specialised Investment Management Agreements (IMA)
• Supporting Sales teams in operational matters
• Coordinating operational activities involving multiple teams and stakeholders
• Handle and respond to Requests for Information (RfI)
• Assume AML & KYC/CDD responsibility for clients
• Cash flow booking and monitoring
• Contributing to, or owning internal projects

Requirements:

• To facilitate this, you will require strong stakeholder management skills, a background in client facing roles, and a collaborative/team mindset.
• Skills in Python coding would be advantageous.
• Team Player
• Collaborative mindset
• Experience in client facing roles
• Stakeholder management
• Asset Management/Finance/Banking experience
• Multiple language skills advantageous
• Programming (Python) skills advantageous

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

As a Dutch asset manager operating globally, Robeco has always combined the best of both worlds. We have global reach and ambitions, while retaining our head office in our hometown of Rotterdam. Employees at Robeco share that combination: we hire and nurture people who can think internationally and put the client first, while keeping their feet firmly on the ground. We have strong links with academia, which underpin the research in our robust quantitative and sustainability investing strategies.

Our people have backgrounds in finance but also in economics and geography. Likewise, as pioneers in emerging markets investing, our diverse backgrounds also add local knowledge. We offer an informal and flexible office atmosphere that gives people the room to be themselves, to grow and to perform to the best of their ability.