Client Executive Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d3o8

About Us Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries, delivering a unique global perspective across the four market‐leading divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family‐controlled business built on relationships, we place a huge emphasis on our people and on finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We focus on the attraction, recruitment, development, retention and progression of high‐calibre talent to ensure we and our clients agevolazioni from the value of diversity.




Overview of Role We are now looking to recruit a Client Service Executive to provide administrative services for Rothschild & Co Wealth Management clients and to support our Client Adviser teams in the delivery of clients' requirements. The position requires regular client contact and close collaboration with Client Advisers, Portfolio Managers, Compliance and operational departments, interacting with colleagues in Milan, Paris, London and Zurich.
Responsibilities Act as the primary operational contact for clients and Client Advisers, managing administrative queries and ensuring timely resolution in line with internal procedures and SLAs.
Coordinate client onboarding for individuals, corporate and trust structures, including AML/KYC documentation, static data set‐up and regulatory compliance.
Maintain accurate client data and documentation across systems, ensuring proper authorisation and availability for KYC and regulatory purposes.
Manage cash operation

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d3o8