Client Service Associate

Vor 7 Tagen

Zürich, Zürich, Schweiz Columbia Threadneedle Investments Vollzeit

In this role you will provide sales and client services support to the Swiss Country Head and Sales Team, as well as the wider Columbia Threadneedle Investments business in the Swiss and Client Services channel in which you operate.


How you'll spend your time

  • As a key member of the European Client Services team, you will build strong relationships with our Swiss and Lichtenstein based clients, ranging from global financial institutions and wealth managers to pension funds. Working with the incountry sales team, you will gain indepth understanding of our client requirements and become their trusted longterm partner.
  • In this varied role, the many interactions the Client Service team holds with both clients and internal stakeholders is essential in both growing and retaining client assets and developing the Columbia Threadneedle Investments client proposition; strong communication and listening are key.
  • The role will involve providing support on both a proactive and reactive basis, preempting where possible and responding to client requests, progressing internal aspects of the Onboarding, Sales Procedure and Wholesale and Institutional Pooled Fund Client Service Procedures.
The role is an integral part of the sales process and involves a variety of activities, including:

  • Coordination and production of fund questionnaires from various types of clients and prospects including promoting use of the supported online portal tool, enabling clients instant access to this information;
  • Involvement with legal agreements with potential distributors, including rebate agreements;
  • Assistance with fund presentations for inhouse meetings, conferences and roadshows;
  • Attendance at meetings and conference calls with clients, prospects, fund managers, and ratings agencies;
  • Frontline for client queries and requests from clients and prospects, ensuring they are answered in a timely and accurate manner and recorded on our Client Relationship Management system;
  • Liaison with the Transfer Agent via the Columbia Threadneedle Investments' Oversight team, Finance and Legal to facilitate client take on and maintenance procedures;
  • Coordination and completion of internal activities in support of the Sales team, including client due diligence, share class requests, distribution of client reporting and implementation of procedural controls;
  • Coordination of dispatch of fund literature e.g. factsheets, portfolios, commentaries;
  • Arranging meetings, seminar invitations;
  • Attendance at external events on a local and regional basis as required;
  • Escalate errors and risks as appropriate;
  • Sharing of best practices, business development ideas and sales & marketing solutions with colleagues to aid the growth and development of Columbia Threadneedle Investments.

To be successful in this role you will have

  • Fluency in English
  • German native speaker (French and/or Italian would also be a benefit)
  • A Business degree or commercial apprenticeship preferred
  • Good communication skills, both verbal and written
  • Organisational skills
  • Selfstarter with the ability to work on your own with mínimal guidance
  • Technical and time management skills
  • Attention to detail
  • A team player with the ability to be focused on satisfying client needs
  • Analytical skills and financial affinity
  • Knowledge of Salesforce, Microsoft Power, and Excel
  • Financial services background preferred

About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together.

Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets.

Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.


Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.

We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.


We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.


Full-Time/Part-Time
Full time

Worker Sub Type
Permanent

Job Family Group
Sales

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