Posted:2 days ago|
Platform:
Hybrid
Full Time
PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers core client set-up and maintenance activity.
Set-up and maintenance of client accounts.
Maintenance of client details (e.g. name, address and bank details).
Deletion of client information.
Completion of data cleansing activities to adhere to data accuracy and consistency requirements.
Ensure that quality and productivity standards are adhered to.
Fluency in German and English
Good numeracy and attention to detail
Process and continuous process improvement knowledge
Client-centricity
High level of quality assurance and risk awareness
Motivation and collaboration
Fidelity International
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