Associate, Client Support, Financial
vor 3 Wochen
**Who We Are**
ThomasLloyd is a leading independent asset manager and impact investor with first-hand experience in managing complex infrastructure projects in high growth and emerging markets across the full project lifecycle. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company has raised over USD 1.7 billion of aggregate capital to date in sustainable infrastructure for a broad range of private and institutional investors around the world.
**Your Mission**
In this role you will provide first level client support to the non-discretionary Financial Intermediaries channel including Independent Financial Advisors (IFAs), Investment Brokers and Wealth Managers in the French speaking markets. You will act as a dedicated first point of contact for our Distributors. You will ensure a great client experience and either immediate resolution of enquiries, or for more complex requests appropriate and timely handover to the second line of support maintaining a seamless customer experience. This role will be based at our headquarters in Zurich.
**Key Success Criteria**
- Existing experience in a client support role within the Financial/Professional Services or Technology sectors.
- Ability to work to set standards to ensure a consistent level of service.
- Driven to take ownership and find solutions.
- Excellent written and verbal skills in French and English.
**Personal Attributes and Competencies**
- Customer Commitment
- Effective Communication
- Time Management
- Solution Focus
- Cross Group Collaboration
**Our Culture**
- We are pioneers in our field
- We are passionate about what we do
- We are driven by performance
- We are lifelong learners
- We take initiative and own the outcome
-
Relationship Associate, Financial Institutions
vor 2 Wochen
Zurich, Schweiz Citi Vollzeit**Relationship Associate, Financial Institutions Group (FIG) - Zurich BCMA (VP/AVP)** The Relationship Associate is an intermediate-level position responsible for working with Senior Bankers and coverage team members on the day-to-day management of global Financial Institutions Group client relationships and the delivery of Corporate Banking solutions. The...
-
Associate - Zurich
vor 3 Wochen
Zurich, Schweiz Jefferies & Company, Inc. Vollzeit**Job Title: Investment Banking Associate** **Location: Zurich, Switzerland** **Company: Jefferies** **Overview**:Jefferies is seeking a highly motivated and experienced Investment Banking Associate to join our team in Zurich, Switzerland. As an Associate in our Investment Banking division, you will play a critical role in executing transactions and...
-
Global Client Group, Sales Support Associate, Based
vor 2 Wochen
Zurich, Schweiz TIAA VollzeitOverview of the Role Given the growth of the DACH business at Nuveen, and the strategic importance placed in the recent opening of Nuveen’s Swiss office, an opportunity has arisen for a Sales Associate to support the Central European distribution team within Nuveen’s Global Client Group. The role is based out of Zurich with primary focus on Switzerland...
-
Global Financial Institutions Director
vor 1 Woche
Zurich, Schweiz BRUIN Financial VollzeitPermanent - Zurich, **Ref**:30238 A leading global asset manager who boasts over 75 years of experience managing funds, across more than 150 countries is looking to grow their distribution team. This organisation prides themselves on having a flexible investment approach, first-in-class product and investment teams, and a wide array of asset classes ranging...
-
Investor Solutions
vor 4 Wochen
Zurich, Schweiz Stableton Financial AG Vollzeit**About Stableton** Stableton is a fast-growing Fintech company striving to become the leading market network for qualified and institutional investors seeking exposure to liquid alternatives, private equity, including venture capital, private debt, and real assets. Our fully digital platform simplifies private market investing by aggregating investors and...
-
Client Service Associate
Vor 3 Tagen
Zurich, Schweiz Columbia Threadneedle Investments VollzeitIn 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...
-
Ecg Associate
vor 2 Wochen
Zurich, Schweiz BNP Paribas VollzeitECG ASSOCIATE - CORPORATE COVERAGE SWITZERLAND - CIB (JOB NUMBER: 1 B000538) **Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports...
-
Ecg Associate
vor 2 Wochen
Zurich, Schweiz BNP Paribas Vollzeit**Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports Managing Directors (MDs) and Directors (Ds) in the management of relationships...
-
Client Support Manager
vor 4 Wochen
Zurich, Schweiz Fidelity International Vollzeit**About the opportunity**: **Purpose of the Role** As a member of the Swiss sales team, the Client Support Manager works in partnership with the sales team to ensure the effective and efficient implementation of the sales & marketing plan. The Client Support Manager is responsible for supporting wholesale clients’ requests and services offered to our...
-
Financial Risk Management Associate
Vor 7 Tagen
Zurich, Schweiz Swisslinx VollzeitFor our client, an established Swiss Private Bank, Swisslinx is looking for a Financial Risk Management Associate for the LATAM Region, to join the Bank on a contract for 3 months. The key responsibilities are: - Perform controls (pilot testing) - Develop and implement documentation processes - Raw data testing and dashboard preparations for management -...
-
Pa/ Business Associate
vor 4 Wochen
Zurich, Schweiz Crossborders AG Vollzeit**ABOUT THE BUSINESS**: Crossborders is an independent advisory company for high-net-worth individuals and multinational corporation employees who are moving to Switzerland. Whether it is for personal aspirations, high standards of living or striving to optimize their financial assets - Crossborders listens, advises and solves the needs of their private and...
-
Associate Banker
vor 4 Wochen
Zurich, Schweiz Citi VollzeitAn opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker. The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all...
-
Relationship Manager Associate-commercial Banking
vor 2 Wochen
Zurich, Schweiz Robert Half Vollzeit**Vacancy**:Relationship Manager Associate - Commercial Banking (f/m/x)**: - We are looking for a **Relationship Manager Associate **for our client, an **International Bank **based in** Zürich**. For this position, the employee in question will work directly for our client. Despite the Covid-19 situation, our customer is currently looking for motivated...
-
Management Support
vor 2 Wochen
Zurich, Schweiz FUTURE WATCH Vollzeit_**A FANTASTIC OPPORTUNITY FOR A YOUNG GRADUATE WITH BANKING EXPERIENCE**_ Our client is a global Boutique Finance Institute located in the centre of Zurich, due to constant growth, they are looking for a recent university graduate with at least 1 year financial services experience. Are you a professional young person who has the potential and desire! to...
-
Associate (Healthcare) - Zürich
vor 12 Stunden
Zurich, Schweiz Houlihan Lokey VollzeitBusiness Unit: Corporate Finance Industry: HC - Healthcare Overview Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and...
-
Associate Program Client Advisor Wealth Management
vor 4 Wochen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276496BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a true networker who loves to talk to potential clients? - Do you have a strong track record in advising and sales? Can you close a deal? - Then the Wealth...
-
Sales Associate Capital Markets
vor 1 Woche
Zurich, Schweiz Swiss Quant VollzeitDo you want to want to give your clients access to cutting edge technology and most advanced portfolio management tools? Are you ready to embark in a growth journey, grasping opportunities generated by Artificial Intelligence, Big Data, sophisticated financial and risk modelling and future digital assets? At Swiss Quant we offer a unique opportunity for a...
-
Associate/consulting Associate
vor 2 Wochen
Zurich, Schweiz Charles River Associates Vollzeit**About Charles River Associates** For over 50 years, Charles River Associates has been a premier consulting firm that offers employees a place to learn from a diverse group of consultants, industry experts, and academics. At CRA you will be exposed to leading minds who use economic, financial, and business analysis to solve complex problems for an...
-
Client Service Associate
vor 3 Wochen
Zurich, Schweiz Redalpine Venture Partners AG VollzeitEmpoweringGamechangers. Gegründet im Jahr 2006, ist Redalpine heute ein führender europäischer Venture-Capital-Investor. Wir investieren early stage, sektor agnostisch, in Europa und verwalten über CHF 1 Mrd. Vermögen. Mit unseren Investments haben wir über 10.000 Jobs geschaffen und Industrien verändert. Wir bei Redalpine sind der festen...
-
Junior Compliance Associate
vor 2 Wochen
Zurich, Schweiz One Vollzeit**Junior Compliance Associate** **Location: Switzerland** **Company Overview** Started in 2017, ONE is an innovative provider of financial services which leverages new technologies to provide services to customers who have traditionally been overlooked and underserved by existing institutions. We bring financial inclusion to corporate customers across the...