Client Service / Data Officer - Cdi (h/f)

Rothschild & Co

Paris, France
Data management and dissemination
Client data management and crm
Regulatory data dissemination (emt, eet, ept, tpt)
Participate in product repository data management and ensure the quality of data disseminated internally and externally

Job Summary

  • Participate in product repository data management and ensure the quality of data disseminated internally and externally.
  • Ensure the daily relationship with clients (institutional, distributors, partners, CGP) and respond to their requests regarding funds.
  • Participate in projects for tool evolution and digitalization, including Power BI reports and task automation.

Matching Summary

Participate in product repository data management and ensure the quality of data disseminated internally and externally.

Skills & Requirements

Must-have

  • Data management and dissemination
  • Client data management and CRM
  • Regulatory data dissemination (EMT, EET, EPT, TPT)
  • Operational flow monitoring
  • Client relationship management
  • Excel, CRM tools, Power BI, Monday

Nice-to-have

  • Strong client service orientation
  • Team player with autonomy
  • Proactive and detail-oriented
  • Ability to manage transverse subjects

Key Requirements

  • Higher education in finance, management, banking, or financial data (Bac +4/5)
  • Good understanding of asset management
  • First experience in asset management, custodian bank, distributor, or financial service provider is a plus
  • Knowledge of operational flows (subscriptions/redemptions, assets under management)
  • Awareness of regulatory issues (KYC, KYD)
  • Fluent English

Work Rights

Not specified

Tailored Resume

Cover Letter