Client Data Services Administrator

Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. 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 “Client Data Management Officer”, you will be a member of the “Client Data Services” team, which belongs to the “Operations” department. Puilaetco is the Belgian branch of Quintet Private Bank. Puilaetco’s local Client Data Services team operates from Brussels and consists of 13+ colleagues.

The Client Data 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 Client data 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 Accountabilities

Manage 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 onboarding
• Control 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 coherence
• Communicate effectively with Client advisors and FIM to obtain relevant information and documentation
• Fill-in some technical fields in the Core banking system
• Prepare the onboarding letters and arrange the right E-Banking access for the clients
• Be a trusted point-of-contact with others internal departments such as Front Office, CLM, compliance, legal, business support, … with regards to Client Data management
• Contribute to updating and improving internal processes, user guides and trainings related to onboarding and core banking system overall
• Manage the workflow according to the priorities and coordinate with the Front and other stakeholders
• Understand 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/classifications

Knowledge and Experience

• Bachelor 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 products

Attributes and Qualities

• Be a team player with excellent written and verbal communication skills with sufficient assertiveness and self-confidence
• Excellent organisation skills
• Client focus
• Positive mindset
• Ability to work independently and effectively manage priorities 
• Ability to identify and escalate matters as and when required
• Committed person with an entrepreneurial mindset and a continuous learning mentality 

Technical Skills

• Good knowledge of Microsoft Office  

Languages Skills

• Fluent in French or Dutch and understanding of the other official language 
• Good knowledge of English