Banking Operations Assistant

vor 3 Wochen

Zürich, Zürich, Schweiz J Safra Sarasin Vollzeit

About the Role

As a CRM Assistant at J Safra Sarasin, you will be partnering with Relationship Managers in their day-to-day work tasks and are responsible for ensuring a high-end banking service.

Your Key Responsibilities

  • Support the team with administrative tasks, including data entry and record-keeping.
  • Partner with Relationship Managers to manage overall day-to-day business, including client onboarding and account management.
  • Provide exceptional customer service by responding to client inquiries and resolving issues in a timely and professional manner.
  • Perform account openings, closings, and other documentation, ensuring accuracy and compliance with regulatory requirements.
  • Prepare client meetings and events, including coordinating logistics and ensuring a seamless experience.
  • Monitor client portfolios, handle client orders, and manage asset maturities and corporate actions.
  • Ensure compliance with internal and external policies and regulations, including anti-money laundering (AML) and know-your-customer (KYC) requirements.

About You

  • You have completed an apprenticeship in the banking sector and have 2 years of practical experience as an Assistant in Private Banking.
  • You possess excellent Microsoft Office skills and knowledge of Avaloq is an advantage.
  • You have strong analytical and problem-solving skills, with the ability to weigh problems and set priorities.
  • You demonstrate strong work ethics, integrity, and a high level of accountability.
  • You have organizational skills and the ability to work under pressure.
  • You are fluent in German and English.

What We Offer

As a CRM Assistant at J Safra Sarasin, you will have the opportunity to work in a dynamic and fast-paced environment, with a focus on delivering exceptional customer service and ensuring a high-end banking experience.

  • Compliance Specialist for Banking Operations

    Vor 3 Tagen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner AG is seeking a highly skilled Compliance Specialist for Banking Operations to join their team. The ideal candidate will have a strong understanding of regulatory obligations, particularly EMIR and MiFID II, and be able to establish a control framework to ensure adherence to laws and regulations.The successful candidate will be responsible for...

  • Core Banking IT Operations Specialist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz ODDO BHF Vollzeit

    Job DescriptionThe IT department of ODDO BHF is a dynamic team of approximately people group-wide. In Switzerland, the IT department is composed of 5 persons, talented young people and experienced professionals. It is under the responsibility of the COO and works in close contact with all the departments of the Bank in Zurich, Geneva and Lausanne.In this...

  • Senior Banking Executive

    vor 12 Stunden

    Zürich, Zürich, Schweiz Phoenix Search & Consulting Vollzeit

    Key Responsibilities:Develop and implement strategic recommendations to senior management on the direction of the Swiss operation, ensuring timely updates and key issue notifications.Provide guidance to local country management on overall management, operations, and business development, focusing on cost-efficient measures and client-centric...

  • Digital Banking Assistant

    vor 3 Wochen

    Zürich, Zürich, Schweiz Job Impuls Vollzeit

    AufgabenWir suchen eine engagierte und organisierte Person, die sich auf die Bearbeitung von administrativen Arbeiten im Bereich E-Banking spezialisiert hat. Zu den Aufgaben gehören die Eröffnung, Konfiguration, Änderung und Datenbereinigung von E-Banking-Angeboten, einschließlich der Analyse von Benutzerlogfiles bei Abklärungen.AnforderungenUm diese...

  • Trading Operations Assistant

    vor 3 Wochen

    Zürich, Zürich, Schweiz G-20 Group Vollzeit

    We are a prominent quantitative trading organization with a strong foothold in the cryptocurrency asset management sector.We are looking for a dedicated and detail-oriented Trading Operations Assistant (m/f 100%) to become a part of our dynamic team. This internship offers a remarkable opportunity for graduates from ETH Zurich to acquire practical experience...

  • Operations Manager Assistant

    vor 2 Monaten

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    About the RoleAs an Assistant Manager at Company 81 - Manulife Data Services Inc., you will play a key role in supporting the Operations Manager in leading a high-performing team. Your primary responsibilities will include:Team Leadership: Manage team leaders and serve as a liaison between the Operations Manager and the team.Performance Management: Review...

  • Senior Assistant

    vor 3 Wochen

    Zürich, Zürich, Schweiz FGS Global (Europe) GmbH Vollzeit

    Job Title: Senior AssistantWe are seeking a highly organized and detail-oriented Senior Assistant to join our team at FGS Global (Europe) GmbH. As a Senior Assistant, you will be responsible for providing administrative support to our senior management team, ensuring the smooth operation of our office, and assisting with project management tasks.Key...

  • Key Account Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    Job Title: Key Account Manager - BankingWe are seeking a highly skilled Key Account Manager to join our sales team in the Financial Services Market Unit. As a Key Account Manager, you will be responsible for managing a portfolio of existing client accounts within the banking industry, including strategic account planning and development.Key...

  • Business Analyst Core Banking Specialist

    vor 2 Monaten

    Zürich, Zürich, Schweiz ODDO BHF Vollzeit

    About the RoleThe IT department of ODDO BHF is a dynamic team of approximately people group-wide, responsible for ensuring the smooth operation of the bank's IT systems. In Switzerland, the IT department is composed of 5 talented individuals, working closely with the COO and other departments in Zurich, Geneva, and Lausanne.In this challenging position, you...

  • Data Quality Specialist Banking

    vor 1 Monat

    Zürich, Zürich, Schweiz Pro Informatik AG Vollzeit

    Job DescriptionWe are seeking a highly skilled Data Quality Analyst to join our team at Pro Informatik AG.Key ResponsibilitiesDevelop and maintain a robust data quality framework to ensure high-quality data across our banking operations.Collaborate with stakeholders to capture requirements and deliver data quality insights using industry-leading tools such...

  • Key Account Manager Banking

    vor 1 Monat

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    About the RoleWe are seeking a seasoned Key Account Manager to join our team in the Banking sector. As a key member of our sales team, you will be responsible for managing a portfolio of existing client accounts, developing strategic account plans, and driving revenue growth.Key ResponsibilitiesManage a portfolio of existing client accounts within the...

  • Key Account Manager Banking

    vor 1 Monat

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    About the RoleWe are seeking a seasoned Key Account Manager to join our team in the Banking sector. As a Key Account Manager, you will be responsible for managing a portfolio of existing client accounts, developing strategic account plans, and cultivating strong relationships with key stakeholders.Key ResponsibilitiesManage a portfolio of existing client...

  • Key Account Manager Banking

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    Key Account Manager BankingWe are seeking a sharp-minded Key Account Manager (Banking) to join our sales team in our Market Unit Financial Services. As a Key Account Manager, you will take over an existing client portfolio that you will manage and progressively grow.Key Responsibilities:Managing a portfolio of existing client accounts within the banking...

  • Key Account Manager Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    About the RoleWe are seeking a seasoned Key Account Manager to join our team in the Banking sector. As a key player, you will be responsible for managing a portfolio of existing client accounts, developing strategic account plans, and cultivating strong relationships with key stakeholders.Key ResponsibilitiesManage a portfolio of existing client accounts...

  • International Operations Assistant

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Indie Campers Vollzeit

    THE ROLEWe are seeking a motivated and detail-oriented individual to join our team as an International Operations Intern at our Depot in Regensdorf - Zurich.As an International Operations Intern, you will be responsible for providing world-class customer service to our guests, handling front-office and back-office activities, and supporting the team in...

  • Key Account Manager Banking

    vor 4 Wochen

    Zürich, Zürich, Schweiz Adnovum AG Vollzeit

    About the RoleWe are seeking a seasoned Key Account Manager to join our team in the Banking sector. As a Key Account Manager, you will be responsible for managing a portfolio of existing client accounts, developing strategic account plans, and cultivating strong relationships with key stakeholders.Key ResponsibilitiesManage a portfolio of existing client...

  • System Operations Assistant

    vor 3 Wochen

    Zürich, Zürich, Schweiz ASE (Analysis Simulation Engineering AG) Vollzeit

    AufgabenAls Praktikant/in System Operations wirst du hauptsächlich folgende Aufgaben wahrnehmen:Datenmeldungen von Personenzählsystemen mit Hilfe von Datenanalyse-Tools überprüfen und bei Bedarf entsprechend reagierenKonfiguration von PersonenzählsystemenIncident Management und Betreuung unserer Kundschaft mit dem Ticketsystem JiraBei Ausfallmeldungen...

  • Platform Operations Manager

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Crypto Finance AG Vollzeit

    Platform Operations ManagerCrypto Finance AG is seeking a skilled Platform Operations Manager to oversee the day-to-day operations of our trading platform. The ideal candidate will have at least 3 years of experience working in banking, brokerage, or fintech industry, with a strong understanding of trading technologies, including order management systems,...

  • CRM Support Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz J Safra Sarasin Vollzeit

    About the RoleAs a CRM Assistant at J Safra Sarasin, you will be an integral part of our team, supporting our CRMs in their day-to-day tasks and ensuring a high-end banking service.Your ResponsibilitiesProvide administrative support to the teamPartner with CRMs to manage overall day-to-day business operationsRespond to customer inquiries via email or...

  • Agricultural Lending Operations Expert

    vor 3 Wochen

    Zürich, Zürich, Schweiz Business & Finance Consulting Vollzeit

    Senior Agrilending SpecialistWe are seeking a highly skilled Senior Agrilending Specialist to contribute to the growth of agricultural lending operations in Africa.Key Responsibilities:Conduct in-depth analysis of agrilending operations within partner financial institutions (PFIs) in Africa to identify areas for improvement.Provide expert advice and...