PATRIZIA is a leading partner for global real assets.
The expertise and commitment of our global teams form the basis of our success. Shaping a sustainable future and making a positive contribution to society is what drives our daily business.
As the Client Services Analyst, you will play a key role within the Client Services Team. The role plays a pivotal role in driving strategic and operational excellence across the Client Division. This 12 month, fixed-term role is designed to support ongoing improvements in platform management, data integrity, and client service processes.
The Client Services Team ensure a high level of client retention and deliver best-in-class client service to over 120 international clients investing primarily in PATRIZIA’s suite of discretionary pooled funds. The Client Services team sits within the Global Client Division and works closely with key stakeholders such as Sales, Fund Management, Product Development and alongside Compliance. The overarching goal is to maintain and grow long-term relationships with existing investors and act as a gatekeeper and quality controller for all formal client communications and deliveries.
The Analyst will be a key collaborator, working cross-functionally across teams, global colleagues, and internal stakeholders to ensure the consistent delivery of high-quality outputs, with a particular focus on the myPATRIZIA platform and Salesforce data quality. Over time, the role offers opportunities to take ownership of key areas and contribute to the evolution of client service standards and tools.
This role is ideal for a curious, driven, and detail-oriented professional who thrives in a collaborative environment and is motivated by continuous improvement, digital innovation, and long-term impact.
Your Responsibilities:
- myPATRIZIA Platform Management
- Lead and maintain the Client Services workstream for the myPATRIZIA platform, including documentation uploads and platform integrity.
- Act as the primary liaison for internal queries and updates related to myPATRIZIA.
- Produce engagement metrics for distributed documentation and conduct annual analysis of active users across the client base.
- Salesforce Data Excellence
- Support ongoing data quality initiatives within Salesforce, including validation of client records, contact updates, and product configuration accuracy.
- Assist with troubleshooting and internal training to improve platform adoption and usability.
- Contribute to the development and maintenance of scalable data governance practices.
- Process Innovation & Strategic Projects
- Drive improvements in Client Services documentation and folder architecture.
- Collaborate on AI-driven initiatives and client data utilisation projects that enhances client insights.
- Support the implementation of new client service tools and workflows as part of broader transformation efforts.
- Operational & Administrative Support
- Maintain oversight of the Client Services team inbox, ensuring timely and professional communication.
- Deliver recurring administrative outputs such as fee rebate letters, proxy trackers, and reporting templates.
- Provide support to team members to ensure continuity and quality of service delivery.
- Helping the team undertake periodic reviews of KYC records and support with the ongoing monitoring processes. Helping with the preparation of information and files for external and internal AML/KYC Audits as required
What we look for:
- Prior experience in client servicing, operations, or data management preferred.
- Familiarity with Salesforce and digital platforms is advantageous.
- Strong organizational and communication skills.
- Ability to manage multiple priorities independently and meet deadlines.
- High attention to detail and commitment to data security and integrity.
- Team-oriented mindset with a proactive approach to problem-solving.
- Desirable: Experience in project management and implementing client service tools.
Development Opportunities:
- Direct Exposure to strategic initiatives and cross-functional collaboration.
- Ownership of platform and data responsibilities with long-term impact.
- Opportunity to grow into client-facing responsibilities or broader roles within the Client Division.
Sounds like you?
If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.
We’re proud to be an equal opportunity workplace.
At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.
