CDD - Middle Office Manager M/F

missions

Within the Operational Services Department, the RBC department manages the creation and management of clients, accounts, and contracts in conjunction with the operational asset management departments. Responsibilities include:

• Check and validate data entered by customers and collect information when establishing contact
• Establish contact
• Check the completeness of the documentation required for incoming files and verify the quality of the associated data and documents (customer KYC knowledge).
• Validate or archive customer data in the referenced tool
• Monitor referred customer data (monitoring 525) and update the "customer file," "business file," and "quality file" documents.
• Record account closing data

General criteria

The general criteria for this position are:

• Minimum level of education: Bac +2 / L2
• Education/Specialization: Bachelor's degree/L3 with a degree in banking or finance would be a real plus.
• Minimum experience level: 6–10 years
• Experience: 6-10 years of experience in securities operations, market operations, in a management company would be a plus

Compétences recherchées

The skills required for this position are:

• Experience in KYC, middle, and client data would be a plus.
• Autonomous, organized, methodical, rigorous, team spirit, friendliness
• Candidate with similar experience

Information technology tools

Proficiency in Microsoft Office is required.