Client Service Specialist
Vor 5 Tagen
Securities Specialist
Start Date: ASAP
Your Role:
Is a professional service a matter of course for you? Would you like to work in a dynamic and challenging environment and develop professionally? Do you love challenges and flexibility is one of your strengths? If you answer yes to these questions, then you've come to the right place
We are looking for a new colleague as part of the Institutional Client Coverage Client Service Team in Switzerland with the following activities:
- Competent contact person for the client advisors to support the central processes in on-boarding, lifecycle management and off-boarding of client mandates
- Review of contractually relevant documents, especially against the background of regulatory, legal and economically relevant aspects (KYC, AML, taxes, etc.)
- Implementation and management of internal processes for approval and risk management
- Responsibility and coordination for setting up the legal framework for customer relationships such as contracts
- Responsible for coordinating front-to-back processes for specific changes and transactions
- Central customer complaint management
- Responsibility for the legal archiving of customer documents
- Collaboration in and, if necessary, management of projects
Your team:
You will be part of the Client Service Team of Institutional Client Coverage in Zurich. We are all open minded and experienced, but we regularly enjoy the new challenges that arise. We advise and support our colleagues in partnership, who serve institutional clients as client advisors. We work closely with these client advisors as well as other internal colleagues from functions such as Legal, Compliance, Tax, Operations & Investment teams.
Your knowledge and experience:
You have:
- Sound operational process knowledge in the securities industry (front-to-back, preferably in asset management)
- Excellent knowledge of German and English (French is an advantage)
- Good organizational skills, accurate and detailed work
- Good communication and teamwork skills
- Assertiveness and persuasiveness
- Affinity for legal and regulatory topics
- Experiences of KYC requirements in Switzerland (VSB)
- Further training in the direction of AZEK, CIIA or CFA is an advantage
Entry level
Employment typeContract
Job functionAdministrative and Customer Service
IndustriesBanking
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