Client Associate Employee Desk

TL;DR

Client Associate Employee Desk (Banking): Take ownership and support the management of client portfolios with an accent on account administration, cash management, transfers, and stock orders. Focus on monitoring risks and compliance, guiding relationship managers in KYC matters, and ensuring smooth account openings and closings.

Location: Zürich, Gotthardstrasse 43 (onsite)

Company

Family-owned and publicly listed company with over 2,000 professionals in 28 global locations, headquartered in Zurich, committed to long-term thinking and sustainability.

What you will do

• Manage client portfolios by prioritizing client needs and handling account administration including cash management, transfers, stock orders, and fiduciary deposits.
• Monitor risk and compliance indicators to anticipate potential issues.
• Support relationship managers with KYC processes, client meetings, and investment proposals.
• Handle account openings and closings efficiently.

Requirements

• Fluency in English and German with effective communication skills.
• Previous experience in a similar position within the banking industry.
• Good understanding of financial products and markets.
• Excellent IT skills including MS Office and software tools.
• Strong team player with interest in high-level client service.

Culture & Benefits

• Top Zurich location with collaboration spaces and free lunch.
• Friendly, diverse team in an open-office environment.
• Latest technology, agile ways of working, flat hierarchy, and collaborative spirit.