Client Agreements Associate
Bachelor of Science
6
Jahre Berufserfahrung
letzte Positionen
Student Support | Compliance, Working Student | Business Data Management / EBIC, Administration Employee
gesuchte Jobs
Assistent/-in der Geschäftsführung
Kaufmännische/-r Assistent/-in
Sucht in der Nähe von
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Beruflicher Werdegang
10.2022
-
heute
Unternehmen:
Position:
Client Agreements Associate
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Tätigkeiten:
- Coordinating and supporting applications for agreement to be concluded with clients (distribution, discount agreements, etc.)
- Maintaining and updating data in the CRM system Salesforce
- Responding to queries and resolving concerns about contract management and related issues (incl. processes regarding compliance and KYC)
- Drafting and reviewing a variety of contracts for clients in Germany/Austria/ Switzerland
- Establishing and maintaining transparent professional relationships with internal stakeholders (Legal, Compliance, Sales, Management, etc.)
- Supporting team members and other stakeholders on projects
03.2021
-
09.2022
Unternehmen:
Position:
Student Support | Compliance
-
Tätigkeiten:
- Supported the preparation of applications for authorisation
- Executed regulatory monitoring tasks
- Analysed new developments in the regulatory field
- Maintained and supported the further development of databases
- Updated KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation
11.2019
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02.2021
Unternehmen:
Position:
Working Student | Business Data Management / EBIC
-
Tätigkeiten:
- Processed postal returns
- Participated in several projects
- Supported various departments
08.2016
-
05.2018
Unternehmen:
Position:
Administration Employee
-
Tätigkeiten:
- Prepared quotations
- Processed customer complaints
- Created daily, monthly, half-yearly and annual financial statements
- Supported superiors in all administrative matters
- Organised trade fairs and exhibitions
Bildung
01.2023
-
heute
Abschluss:
Postgraduate Studies in Global Finance and Banking
Fachrichtung:
Global Finance and Banking
Institut:
Note:
keine Angabe
09.2019
-
07.2022
Abschluss:
Bachelor of Science in Banking and Finance (B.Sc.)
Fachrichtung:
Banking and Finance; Focus areas: M&A, Financial Instruments & Portfolio Theory, Corporate Finance & Risk Management, Accounting, Management, Macro Economy
Institut:
Note:
keine Angabe
08.2018
-
07.2019
Abschluss:
General Higher Qualification for University Entrance
Fachrichtung:
keine Angabe
Institut:
Note:
keine Angabe
08.2013
-
07.2016
Abschluss:
Basic Commercial Training
Fachrichtung:
keine Angabe
Institut:
Note:
keine Angabe
IT-Kenntnisse
Excel
Outlook
PowerPoint
Microsoft 365
Word
Python
Salesforce
R
Sprachkenntnisse
Interessen
keine Angabe