Client Data Services Officer (f/m/d)

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Job Description

Are you looking for a new challenge in Client Data Services? We are seeking a dedicated Client Data Services Officer (f/m/d) to support our day-to-day operations. As a member of the Client Data Services team, you will play an important role in ensuring high standards of data quality and integrity.

• Review and process account openings and changes to client relationships accurately and efficiently
• Ensure compliance with formal requirements and applicable legal and regulatory requirements
• Carry out data cleansing and migration activities to improve data quality
• Proactively support front- and back-office teams in meeting formal requirements
• Ensure that client data is entered and maintained accurately and efficiently
• Contribute to the testing of new and existing functionalities and help shape the continued development of the CLM platform

Requirements

• Education: A completed commercial or business-related qualification; a degree or relevant professional qualification would be an advantage
• Professional experience: Experience in client service, administration or client data management, preferably within the financial services industry
• Approach: A proven ability to work accurately and reliably when maintaining client records or supporting client-related processes
• Technical skills: Proficiency in Microsoft Office applications and relevant business software, such as client data management or CRM systems; strong organisational and time-management skills
• Language skills: Excellent written and verbal communication skills in English, and at least one Swiss national language

Please note that we cannot consider applications submitted by recruitment agencies for this position.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact us.

Human Resources