Aktuelle Jobs im Zusammenhang mit Client Services Specialist - Zürich - Investec
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Client Services Specialist
vor 4 Wochen
Zürich, Schweiz Twelve Securis VollzeitOUR ORGANISATION Twelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in...
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Client Services Specialist
vor 3 Wochen
Zürich, Schweiz Twelve Securis VollzeitOUR ORGANISATION Twelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in...
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Client Services Specialist
Vor 5 Tagen
Zürich, Zürich, Schweiz Jobs via eFinancialCareers Vollzeit CHF 120'000 - CHF 180'000 pro JahrOUR ORGANISATIONTwelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in...
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Client Services
Vor 6 Tagen
Zürich, Schweiz Twelve Securis VollzeitA global investment management firm is looking for a Client Services Specialist in Zurich. The candidate will coordinate client requests and serve as the liaison between clients and the Transfer Agent, ensuring all processes are handled accurately. Candidates should have 3-4 years of experience in fund operations with strong organizational and communication...
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Client Services Specialist
Vor 2 Tagen
Zürich, Schweiz Jobs via eFinancialCareers VollzeitClient Services Specialist – Twelve Securis 2 days ago – Be among the first 25 applicants to join our team. Our organization is a leading, founder‑led investment manager, formed from the merger of Twelve Capital and Securis Investment Partners. With offices in London, Zurich, Munich, Bermuda and Tokyo, we manage in excess of USD 9.5 billion in...
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Client Services
Vor 2 Tagen
Zürich, Schweiz Jobs via eFinancialCareers VollzeitA leading investment management firm in Zurich is seeking a Client Services Specialist to coordinate client requests and onboarding processes. The ideal candidate will have 3-4 years of experience in fund operations or client service within financial services, and is fluent in English. This role offers opportunities for professional development in a dynamic...
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Onboarding & Client Growth Specialist
vor 3 Wochen
Zürich, Schweiz Crypto Finance AG VollzeitA leading digital asset solutions provider in Zurich is seeking a Client Support / Onboarding Specialist to enhance client onboarding experiences. The role requires attention to detail, experience in relationship management, and a strong desire to learn. The successful candidate will support document reviews, assist with client screenings, and collaborate...
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Client Offboarding Specialist
vor 2 Wochen
Zürich, Zürich, Schweiz AARK Tech Solutions GmbH Vollzeit CHF 80'000 - CHF 120'000 pro JahrAbout the RoleWe're hiring Client Offboarding Specialists to manage data and documentation for a prestisigious Bank in Zurich.Your Focus:Account closure documentation - organize, verify, and manage all offboarding records.Data preparation & validation - ensure client data and transaction records are accurate and complete.Document workflows - coordinate...
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Client Onboarding Specialist
Vor 4 Tagen
Zürich, Schweiz BBVA Vollzeit¿Te entusiasma hacer crecer tu carrera? BBVA es una compañía global con más de 160 años de historia que opera en más de 25 países donde damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales trabajando en equipos multidisciplinares con perfiles tan diversos como financieros, expertos legales, científicos de datos,...
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Client Support
vor 3 Wochen
Zürich, Schweiz Crypto Finance AG VollzeitCrypto Finance Group, part of Deutsche Börse Group, provides professional digital asset solutions to institutional clients. The Group comprises Crypto Finance AG, regulated by FINMA in Switzerland, offering trading, custody, and wallet services, as well as Crypto Finance (Deutschland) GmbH, regulated by BaFin in Germany, offering trading and custody...
Client Services Specialist
vor 4 Wochen
Join to apply for the Client Services Specialist role at InvestecAre you someone who thrives on precision, enjoys working with people, and has a strong foundation in private banking? Do you take pride in delivering exceptional service and navigating complex regulatory environments with confidence and care?We’re looking for a Client Services Specialist to join our team—a role that sits at the intersection of client experience, operational excellence, and regulatory integrity. If you’re ready to bring your expertise to a collaborative and forward-thinking environment, we’d love to hear from you.What will your day look like?You’ll be leading the client onboarding journey—from initial due diligence to account opening and beyond. Whether it’s managing multi-currency portfolios, advising colleagues on Swiss banking requirements, or ensuring data accuracy across our systems, your work will be essential to building trust and delivering a seamless client experience.You’ll also play a key role in handling client tax documentation (FATCA, CRS, QI), supporting regulatory communications, and processing a variety of client transactions. Are you someone who enjoys variety in your work and thrives in a role where no two days are quite the same?TechnicalSolid experience in private banking, especially in client onboarding and account management for individual, corporate, and trust clientsStrong understanding of Swiss and international financial regulationsProven knowledge of FATCA, CRS/AEOI, QI, and CDB 20 requirementsFamiliarity with AML regulations and related compliance frameworksProficiency in Microsoft Office and banking systems (CRM, onboarding, archiving)Interest in systems testing and process improvementPersonalMeticulous attention to detail and a structured, organised approachStrong communication and interpersonal skills, with a diplomatic and collaborative mindsetAbility to work independently while contributing to a teamComfortable managing multiple priorities and adapting to changeFluent in English (spoken and written); German is a plus. Other languages are welcomeNote: CVs and data will be managed, processed, and stored in the UK. By applying, you, as the candidate, agree to this.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionCustomer ServiceWe’re committed to creating equal opportunities for all applicants and maintaining a respectful, inclusive workplace. This description contains no irrelevant postings or boilerplate beyond what is necessary to describe the role. #J-18808-Ljbffr
