Committed to win-win relationships

Client Services Operational Support

Your Day-to-Day:

• Manage day-to-day post-signature operational activities across a range of financial products and mandates.
• Act as the main operational point of contact for internal stakeholders, clients and external counterparties regarding reporting and operational matters.
• Coordinate the collection, validation and maintenance of operational and financial data to ensure accuracy and completeness.
• Prepare, review and maintain reporting templates, operational procedures and client guidance documentation.
• Monitor contractual obligations and perform operational controls to ensure compliance with internal policies, regulatory requirements and contractual commitments.
• Conduct documentary reviews and investigate data inconsistencies, escalating issues where appropriate and following up on corrective actions.
• Support the onboarding of new counterparties by providing operational guidance and ensuring readiness throughout the implementation process.
• Manage operational lifecycle events, including contractual amendments, reporting updates, extensions and other post-signature changes.
• Produce periodic and ad hoc reports while ensuring data integrity, version control and audit traceability.
• Contribute to governance activities by preparing operational documentation and supporting reporting requirements for internal committees and stakeholders.
• Assist with internal and external audit requests by gathering supporting documentation, analysing data and implementing audit recommendations.
• Participate in the continuous improvement of operational processes through standardisation, optimisation and digital transformation initiatives.
• Develop and enhance reporting dashboards, automated workflows and data validation processes using business intelligence and automation tools.
• Collaborate closely with business and IT teams to improve operational efficiency and strengthen data quality controls.
• Ensure operational excellence by maintaining high standards of quality, compliance, documentation and process governance.

Your Profile:

• University degree in Finance, Business Administration, Economics, Accounting or a related field.
• Minimum of 3 years of professional experience in Financial Services, ideally within Middle Office, Asset Management, Fund Administration, Banking, Audit or a similar environment.
• Strong understanding of financial operations, investment products and post-trade or post-signature processes.
• Experience managing operational reporting, data validation, client servicing and documentation review.
• Knowledge of alternative investment products, private markets or banking operations is considered an asset.
• Strong analytical mindset with the ability to interpret large datasets and identify operational risks or inconsistencies.
• Experience with reporting and analytics tools such as Power BI, Tableau, Alteryx, Business Objects or equivalent solutions.
• Good knowledge of Microsoft Office, particularly Excel.
• Exposure to process automation tools, Microsoft Power Platform or Robotic Process Automation (RPA) is an advantage.
• Excellent organisational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• Strong communication and stakeholder management skills with the ability to collaborate effectively across multidisciplinary teams.
• Proactive, solution-oriented and committed to continuous process improvement.
• Excellent written and verbal communication skills in English.
• Knowledge of an additional European language (French, German, Italian, Spanish or Portuguese) is highly desirable.