Am Client Service

2 settimane fa

Milano, Lombardia, Italia Credit Suisse A tempo pieno

Your field of responsibility
The trainee will be part of the Asset Management Division to carry out support activities to client service function within the Client Coverage Team related to the promotion of mutual funds/ ETFs toward the three business channels: Wholesale, Retail Distributors, and Institutional Clients

The trainee, supported by the Tutor responsible for the Client Service function will develop the key skills to carry out the tasks across the three business channels, i

e:
- assistance to clients / Local Paying Agents/Local Depo Bank/Investment Platforms/Consultants/Data Vendor for admin-related items: assistance on dealing matters; proof reading and dispatching of investor's notices related to corporate actions on funds; facilitate the liaison with Luxembourg Transfer Agents for account opening matters etc.
- maintenance of internal/client's database (fund details);
- roll out of reporting stuff either internal (Flows/Stocks daily/monthly statistics; Trailer fees reporting.) or external (bespoke client's reporting )

Your future colleagues:


You will join a dedicated team of 11 experts, whose team spirit and dedication to their work guarantees an exiting and dynamic working environment.


The department values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values.


Your skills and experience
undergraduate attending Master's degree preferably in economics of markets and financial intermediaries

  • You have excellent communication skills
  • You are collaborative and innovative and have a positive "cando" attitude
  • You are flexible and have multitasking approach
  • You are ranked "Advanced" in English;Spanish and French (speaking and in writing);
  • Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work

Your new employer:

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856.

Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible.

Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law.

If you require assistance during the recruitment process, please let your recruiter know.

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