Client Offboarding Specialist

vor 2 Wochen


Zürich, Schweiz Cognizant Vollzeit

OverviewClient Offboarding Specialist - Wealth ManagementLocation: Opfikon, ZurichDuration: until 31.Dec.2026Full time (42 hrs per week)Office job (not remote, not hybrid)GERMAN & ENGLISH SPEAKINGRoleAre you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?ResponsibilitiesOrchestration of all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivationEnd-to-end handling of Client OffboardingCollaboration with other teams, for example Asset Transfer Team, Front / Back OfficeSupport of Front Office with certain responsibilities, such as client contact, product sales, mandate closuresManaging standard operating procedures and working on process enhancementsIdentifying risk items and escalating them accordingly to senior managementYour teamYou’ll be working in the Client Offboarding Team. This team consolidates the end-to-end process of Offboardings for all Global Wealth Management clients. This opportunity is a start for further development and may be your chance for a professional career within.Expertise / QualificationsUnderstanding of banking products, min. 6 months relevant banking experienceLanguage skills: good skills in English and German (written and oral). Other languages are an advantageCommercial education/diploma or comparable education; higher graduation is an advantageExcellent knowledge of Microsoft applications (Word, Excel, Outlook)Ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result-driven mindset5 days work from office is a mustDemonstrate ability to deliver outputs with accuracy and high quality of service deliverCurious, eager to learn and great with receiving and giving feedbackDemonstrate flexibility to work and partner with different teams based on business requirements and change of work prioritizationExcellent interpersonal and teamwork skills, an absolute team playerSolution-oriented way of thinking (keen to deliver highest level of quality services)Responsible and conscious of risksAttention to quality and client satisfaction is imperativeSeniority levelEntry levelEmployment typeFull-timeJob functionMarketing and SalesIndustriesIT Services and IT Consulting and Business Consulting and Services #J-18808-Ljbffr



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