15 дней назад
Client Service Specialist (Wealth Management)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Specialist (Wealth Management): Supporting Relationship Managers with client service, account administration, reporting, and complex account openings in a wealth management operations team with an accent on regulatory compliance, client lifecycle coordination, and stakeholder communication. Focus on executing client orders, maintaining customer data, preparing asset statements, and coordinating with custodian banks and internal counterparties.
Location: Zurich, Switzerland; onsite with physical presence required at least 4 days per week
Company
is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.
What you will do
- Support Relationship Managers with client-facing advisory and administrative activities, including account management, presentations, reports, and proposals.
- Manage client correspondence, telephone communication, reception, and stakeholder support.
- Assist with complex account openings for domiciliary companies, trusts, and foundations, and support client orders and lifecycle administration.
- Maintain customer data and ensure compliance with regulatory requirements.
- Prepare asset statements and client reports, and coordinate queries with custodian banks, partners, and internal counterparties.
- Support office management, events, and other administrative activities.
Requirements
- Up to 2 years of experience in wealth management operations or broader financial services is preferred.
- Completed commercial training in the financial sector, ideally with further education.
- Fluency in English and strong German skills are required.
- IT affinity and proficiency with MS Office, Word, PowerPoint, and Excel.
- Proactive, reliable, independent, client-oriented, and comfortable with telephone and personal customer contact.
- Availability five days per week with physical presence on at least four days is required.
Culture & Benefits
- Permanent position within the Client Operations department.
- Hands-on exposure to wealth management operations and the full client lifecycle.
- Collaboration with Relationship Managers, custodian banks, partners, and internal teams.
- Entrepreneurial culture focused on collaboration, professional excellence, and client service.
Hiring process
- The listed process currently includes an application stage.
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