Service Hub Specialist - Operations (Wealth Management)

TL;DR

Service Hub Specialist - Operations (Wealth Management): Managing key operational banking processes and high-quality service delivery with an accent on client lifecycle data, payment transactions, and securities trades. Focus on ensuring regulatory compliance, accurate execution of daily banking tasks, and efficient resolution of stakeholder inquiries.

Location: Full on-site presence in Zurich is required; remote working/home office is not available

Company

A leading Swiss financial institution specializing in wealth management and investment banking.

What you will do

• Execute day-to-day operational banking tasks in a regulated environment.
• Handle and resolve inquiries from internal and external stakeholders.
• Support the onboarding process for new client relationships.
• Maintain and update client lifecycle data to ensure accuracy.
• Process payment transactions and securities trades.
• Manage account closures and credit/debit card-related activities.

Requirements

• Several years of experience in operations within Wealth Management or a comparable environment.
• Full professional proficiency (C1) in both German and English.
• Accurate, structured, and reliable working style.
• Ability to manage high volumes and work under pressure while maintaining quality.
• Strong attention to detail and high quality awareness.

Culture & Benefits

• Modern Zurich office location featuring collaboration spaces and rooftop terraces.
• Free lunch provided.
• Collaborative and diverse team environment with an open-office layout.
• Agile mindset and flat hierarchy encouraging collaboration at all levels.
• Access to the latest technology to support professional growth.