CRM Assistant

vor 2 Wochen

Zurich, Schweiz Ateca Consulting Vollzeit

We are seeking an ambitious **CRM Assistant (Mediterranean Desk)** to join our client in Zurich, Switzerland (Job Ref: CRMAMDZW24). This onsite, permanent role in the banking sector offers a unique opportunity to directly contribute to our client's success by providing dedicated support to front units. As a CRM Assistant, you will engage directly with clients, assisting Relationship Managers (CRMs) in delivering exceptional service.

**Responsibilities**:

- Support CRMs in daily operations by coordinating client activities and ensuring streamlined business processes.
- Organize logistics for client meetings, events, and business trips efficiently to facilitate smooth operations.
- Manage account openings, closures, and other documentation meticulously, adhering to regulatory requirements.
- Monitor client portfolios, execute client orders in the absence of CRMs, and oversee asset maturities and corporate actions.
- Ensure adherence to internal and external policies and regulations, including FATCA, AML, MiFID, etc.
- Collaborate with CRMs to develop and maintain KYC (Know Your Customer) files, facilitating streamlined account management processes.
- Assist in preparing internal research publications to bolster client strategies and provide market insights.
- Handle various administrative tasks and promptly respond to ad-hoc requests.

**Qualifications**:

- Completed bank apprenticeship and/or Bachelor's degree in Banking and Finance.
- Minimum of **5 years** in a front office support role within the banking sector.
- Fluency in English and German required. Proficiency in Spanish or French would be advantageous.
- Proficiency in Microsoft Office tools is essential; familiarity with Avaloq and Bloomberg platforms is highly desirable.
- Detail-oriented with a strong sense of reliability.
- Ability to thrive under pressure, demonstrating proactive problem-solving skills and responsibility.
- Commitment to delivering high-quality service with strong ethics and professionalism.

**Job Type**: Permanent

Pay: CHF10’000.00 - CHF1’000’000.00 per month

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