Client Offboarding Specialist
vor 1 Woche
Overview Client Offboarding Specialist - Wealth Management Number of positions: 4 Location: Opfikon, Zurich Duration: until 31.Dec.2026 Full time (42 hrs per week) Office job (not remote, not hybrid) GERMAN & ENGLISH SPEAKING Your role Are 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? Are you a motivated and flexible team member with a positive attitude and an analytical way of thinking? Responsibilities Main responsibilities include end-to-end handling of Client Offboarding, such as: Orchestration of all required activities with relevant internal partners, including cash transfers, asset transfers, product cancellations (e.g., cards, loans), and custody/account/relationship deactivation Collaboration with other teams, for example Asset Transfer Team, Front / Back Office Support of Front Office with certain responsibilities, such as client contact, product sales, mandate closures Managing standard operating procedures and working on process enhancements Identifying risk items and escalating them accordingly to senior management Your team You’ll be working in the Client Offboading Team. Your 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. Your expertise Understanding of banking products, min. 6 months relevant banking experience Language skills: good skills in English and German (written and oral). Other languages are an advantage Commercial education/diploma or comparable education, higher graduation is an advantage Excellent knowledge of Microsoft applications (Word, Excel, Outlook, etc.) Ability to work in a dynamic environment and demonstrate high level of flexibility, positive attitude and result driven mindset 5 days Work from Office is a must Demonstrate ability to deliver outputs with accuracy and high quality of service Curious, eager to learn and great with receiving and giving feedback Demonstrate flexibility to work and partner with different teams based on business requirements and change of work prioritization Excellent interpersonal and teamwork skills, an absolute team player Solution-oriented way of thinking (keen to deliver highest level of quality services) Responsible and conscious of risks Attention to quality and client satisfaction is imperative #J-18808-Ljbffr
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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 Offboarding Specialist
vor 2 Wochen
Zürich, Schweiz Cognizant VollzeitOverviewClient 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...
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Client Offboarding Specialist
Vor 7 Tagen
Zürich, Zürich, Schweiz Cognizant Vollzeit CHF 60'000 - CHF 120'000 pro JahrNumber of positions: 4Location: Opfikon, ZurichDuration: until 31.Dec.2026Full time (42 hrs per week)Office job (not remote, not hybrid)GERMAN & ENGLISH SPEAKINGYour roleAre 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?Are you a motivated and...
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Swiss HR Operations: On/Offboarding Specialist
vor 3 Wochen
Zürich, Schweiz Julius Baer VollzeitA leading financial services company in Zurich is seeking a service-driven HR professional to join their HR Support Services team. The role focuses on administering HR on- and offboarding processes, ensuring smooth transitions for employees. Ideal candidates will have over 5 years of relevant experience and familiarity with Swiss Employment Law,...
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Senior HR On/Offboarding Specialist – Swiss German
vor 2 Wochen
Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitA leading wealth management firm in Zurich is seeking an experienced HR professional to join their HR Support Services team. This role involves managing onboarding and offboarding processes, maintaining employee data, and providing HR support. The ideal candidate will have over 5 years of HR experience, a relevant educational background, and excellent...
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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 Onboarding Specialist
Vor 6 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 Services
vor 1 Woche
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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HR Specialist 80
Vor 5 Tagen
Zürich, Zürich, Schweiz PermServ AG Vollzeit CHF 40'000 - CHF 80'000 pro Jahr**PermServ AG** verbindet Menschen und Unternehmen. Die Erfahrung und Kompetenz unserer Consultants garantieren Ihnen eine exzellente, schnelle und individuelle Dienstleistung. Wir begleiten und betreuen Sie auf dem Weg zu Ihrem beruflichen Ziel. Für unseren Mandanten, ein familiengeführtes Unternehmen im Kanton Zürich suchen wir einen HR Specialist,...
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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...
