Client Data Services Administrator > Bruxelles > Joboolo BE :
Company : Puilaetco Location : Bruxelles Brussels From : Talent BE
We want our employees to feel proud of being part of a company that is committed to do the right thing.
You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.As a “ClientData Management Officer”, you will be a member of the “ClientDataServices” team, which belongs to the “Operations” department.
Puilaetco is the Belgian branch of Quintet Private Bank.
Puilaetco’s local ClientDataServices team operates from Brussels and consists of 13+ colleagues.The ClientData Management team manages the clients’ and portfolio’ data and documents (client onboarding and change of circumstances (including succession)).
Client related regulatory reportings (QI/FATCA/CRS/PCC 2) are also in our scope.
The Clientdata Management team is also in charge of opening accounts, update the account parameters (change in service, tariff, client reporting,….) and the management the account closure in the core banking system. Key AccountabilitiesManage all activities related to client onboarding, for natural persons or companies for both our Private Banking and External Asset Management (FIM) businesses:
Support Front staff with regards to the required documentation and information for a specific client onboardingControl and validate the data and documents (identification, account opening forms, contract, PoA, MIFID questionnaire, other regulatory or tax documentation, …) provided by Front staff through our CRM workflow, ensuring data quality, exhaustiveness and coherenceCommunicate effectively with Client advisors and FIM to obtain relevant information and documentationFill-in some technical fields in the Core banking systemPrepare the onboarding letters and arrange the right E-Banking access for the clientsBe a trusted point-of-contact with others internal departments such as Front Office, CLM, compliance, legal, business support, … with regards to ClientData managementContribute to updating and improving internal processes, user guides and trainings related to onboarding and core banking system overallManage the workflow according to the priorities and coordinate with the Front and other stakeholdersUnderstand the different services offered by the bank, the different account structure, the MIFID regulation (suitability questionnaire), the tax parameters (WHT, QI, DTA,…) and the regulatory fields/classificationsKnowledge and ExperienceBachelor degree (preferably in Economics or Legal fields)About 2 years of experience in (private) banking industry or in an administrative/control environment General know how on banking productsAttributes and QualitiesBe a team player with excellent written and verbal communication skills with sufficient assertiveness and self-confidenceExcellent organisation skillsClient focusPositive mindsetAbility to work independently and effectively manage priorities Ability to identify and escalate matters as and when requiredCommitted person with an entrepreneurial mindset and a continuous learning mentality Technical SkillsGood knowledge of Microsoft Office Languages SkillsFluent in French or Dutch and understanding of the other official language Good knowledge of English Puilaetco BruxellesBrussels
