Client Service Officer Fund Investments / KYC

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit 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 the asset management of an international bank in Zurich. We are looking for a ‘quant’ (m, f, d) with a strong IT flair as

Client Service Officer Fund Investments / KYC

Aufgaben

Responsible for providing accurate written responses to client inquiries, following careful research both internally and externally / Responsible for the delivery of responses in a customer friendly and timely manner / Responsible for KYC checks and the verification of the completeness of the various fund documents before and after the investment / Ongoing compliance research (e.g. KYC), review of fund contracts, review of standard documents for private equity funds, requests for tax documentation and communication with external legal advisers and third parties / Support with the administrative aspects of KYC compliance for investors and third-parties / Ensuring that the funds are in compliance with internal and external requirements throughout their life cycle, including when the fund term is extended / Responsible for obtaining the necessary approvals for the fund documentation, if required, including fund contracts prior to signature, by the fund manager and the KYC team / Contributing to the efficient organization of work processes in the department and participating in ongoing company projects.

Qualifikation

KV, HF or Bachelor with a focus on commercial law / Knowledge of administrative paralegal activities in a bank, law firm or fund manager / Experience in client contact and service / Administrative KYC knowledge and knowledge in the maintenance of contracts and other legal documents / Analytical, proactive and communicative personality with the ability to deal professionally with colleagues or clients / Team player as well as self-starter with the ability to do things perfectly and reliably under pressure / Interest in coordinating work and setting priorities / Analytical, proactive and communicative personality with skills in dealing professionally with colleagues and clients / Team-oriented and independent with the ability to get things done perfectly and reliably under time pressure / Interest in coordination work and setting priorities / IT flair and MS Office skills / Fluent in German (C2/C1) and English.

Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: +41 44 254 90 10