Client Account Management Intern
3 weeks ago
Company Overview
At Swissquote, we are committed to crafting the future of banking through innovation and collaboration. Our environment fosters diverse perspectives, enabling us to celebrate achievements as a cohesive team. Are you ready to immerse yourself in our vibrant culture and realize your full potential?
As Switzerland's premier Online Banking provider, we serve over 500,000 clients with our state-of-the-art digital platforms for trading, investing, and banking solutions.
Our team of more than 1000 professionals enjoys a flexible workplace, free from dress code constraints, and the chance to work within multicultural teams. They play a pivotal role in shaping the financial industry, continuously enhancing their skills and advancing their careers in a fast-paced environment.
Role Overview
- Assisting in the management of client deposits, withdrawals, invoices, and payments
- Supporting daily, weekly, and monthly business and financial analyses
- Contributing to the preparation of monthly revenue statements
- Extracting data from trading platforms such as MT4, MT5, and AT
- Coordinating client account setup processes, including KYC, AML, and Due Diligence requirements
- Facilitating the creation of licenses for MAMs and QAM profiles
- Managing commission groups, performing checks, and calculating commissions
- Handling account closures, password requests, updates to client information, and amendments
- Executing any additional tasks assigned by the Finance Manager
Qualifications
- Proficient in Microsoft Office Suite
- Advanced capabilities in MS Excel
- Fluent in both written and spoken English
- Exhibits excellent telephone etiquette and interpersonal communication skills
- Highly organized with strong time management abilities
- A motivated individual with a resilient, enthusiastic, and self-driven attitude
- Capable of taking initiative when necessary
- Demonstrates precision, accuracy, and a keen attention to detail
Additional Information
SQ1
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