Client Associate (Finance)

TL;DR

Client Associate (Finance): Supporting the management of client portfolios for a US-licensed RIA with an accent on account administration and KYC compliance. Focus on optimizing onboarding processes, monitoring risk indicators, and delivering high-level client service.

Location: Onsite in Zurich, Switzerland

Company

hirify.global is a family-owned and publicly listed financial firm with over 2,000 professionals across 28 global locations.

What you will do

• Manage and support client portfolios, prioritizing client needs.
• Handle account administration, including cash management, transfers, and stock exchange orders.
• Monitor risk and compliance indicators to anticipate potential risks.
• Support Relationship Managers with KYC matters and investment proposal preparation.
• Coordinate the onboarding of new clients and the closure of accounts.

Requirements

• Previous experience in a similar banking industry role.
• Fluency in English and German.
• Strong understanding of financial products and markets.
• Proficiency in MS Office and general IT tools.
• Must be based in Zurich, Switzerland.

Nice to have

• Affinity for Artificial Intelligence (AI) and willingness to use AI-enabled tools.

Culture & Benefits

• Modern Zurich office with rooftop terraces and collaboration spaces.
• Free lunch provided.
• Agile working environment with a flat hierarchy.
• Diverse team and collaborative campus feeling.