Client Service Associate

vor 3 Wochen


Zurich, Schweiz Tiedemann Constantia AG (subsidiary of AlTi Tiedemann Global) Vollzeit

We are looking for an additional team member to join our successful Client Service team in Zurich. The position is on a temporary for 6 months to cover for a colleague on maternity leave, with the possibility of permanent employment after.

**Location**:Zurich

**Start date**:As soon as possible

**Workload**:100%

**Your responsibilities**:

- Supporting the Relationship Managers in their daily acquisition, consulting and support activities (administration, preparation of presentations, reports and offers) in all segments
- E-mail, correspondence, telephone, reception and support with/of clients and stakeholders
- Handle complex account openings (e.g., domiciliary companies, trusts, foundations) and ensure smooth execution of client orders, administrative tasks and formalities of the life-cycle of a client (updating and maintaining customer data)
- Ensuring and complying with regulatory requirements
- Preparation of asset statements and various reports for clients
- Various clarifications with custodian banks, partners
- Coordination with internal interfaces (administration and compliance)
- Collaboration on projects for relationship management
- Assisting with the organization of events and other activities
- Various administrative activities in the office management

**What you bring with you**:

- Completed commercial training in the financial sector (with further education)
- At least 3-5 years of professional experience at a bank or external asset manager as an assistant
- IT affinity (MS Office; Word, Power Point and Excel)
- Very good German and English spoken and written, other languages an advantage
- Availability: ideally 4-5 days per week (physical presence)
- Positive attitude towards work, proactive, team-player and reliable working style
- Committed, independent and proactive way of working, also in compliance with time limits
- Pleasure in telephone and personal customer contact, client-oriented
- Professional appearance

**What we offer**:

- An attractive workplace in the city of Zurich
- Motivated and friendly team
- Well-founded training and a varied range of tasks
- A good base salary with a possible bonus component for good performance and company success
- Development opportunities and further benefits

**Do you have any questions?**

**Job Types**: 100%, Temp to perm

Schedule:

- Monday to Friday

**Language**:

- German (required)

Work Location: In person



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