Client & Financial Data Services Specialist – Wealth & Asset Management

25 ago - Bologna
Prometeia

Are you curious and ready to accept a new challenge in your career? Are you eager to join a dynamic company and bring innovation through your work and skills?

Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.
Client & Financial Data Services Specialist – Wealth & Asset Management

Are you curious and ready to take on a new challenge in your career? Would you like to work in a dynamic and collaborative environment, staying in close contact with clients and contributing to the quality and evolution of data services for the Wealth & Asset Management industry?
Prometeia offers you a structured growth path within a Group of more than 1.2000 professionals serving over 500 clients in 20 countries worldwide.

RESPONSIBILITIES
Client & Internal Stakeholder Support
- Act as a daily point of contact for colleagues across the competence line, Business and IT teams, and external clients.
- Understand stakeholder needs, collect and formalize functional requirements,



and ensure clear communication across all parties involved.
- Manage operational activities related to data provisioning and analytical data services (e.g., financial analytics, risk metrics, product data)
- Support coordination activities including prioritization of client tickets, monitoring progress, and facilitating communication flow among multiple teams

Data Quality & Operations
- Supervise client requests and monitor tasks assigned to various internal teams
- Verify the correct functioning of procedures supporting ongoing data processing services
- Monitor operational workflows, conduct data quality checks, and support anomaly/ticket handling
- Contribute to operational reporting and documentation (KPIs, audit logs, activity tracking)

Process Improvement & Coordination
- Collaborate with Data & Analytics and WAM teams to enhance processes and operational procedures
- Participate in initiatives

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