Client Service Specialist

vor 3 Wochen


Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

About the Role

We are seeking a highly motivated Client Review Specialist to join our Service Hub team at Vontobel.

The Service Hub is the core of our support processes, delivering high-quality services to our clients in a highly efficient way. As a key member of our team, you will be responsible for periodic client reviews, client life cycle modifications, and overseeing client onboardings.

Key Responsibilities:

  • Perform periodic client reviews and client life cycle modifications for Wealth Management Client Relationships
  • Oversee client onboardings, ensuring due diligence, CDB checks, and KYC checks for individuals and legal entities in Switzerland and abroad
  • Provide expert advice and support the front office on all onboarding issues, such as KYC, AML, QI/FATCA, and AEI
  • Assist in implementing and identifying change processes related to optimizing client onboarding and the client review processes

Requirements

To succeed in this role, you will have:

  • Bachelor or Master Degree in law or economics (or equivalent)
  • At least 5-10 years of practical experience in client onboarding and/or in periodic client reviews of wealth management clients
  • In-depth know-how regarding CDB (especially for domiciliary companies and trusts) and tax aspects (especially QI/Fatca/AIA)
  • Strong service and solutions orientation, with strong interpersonal communication skills for optimal client experience
  • Hands-on mentality, agile mind-set, and willingness to learn
  • Structured, dynamic, able to work under pressure, reliable, team-oriented
  • Fluent in German (at least on a C2 level) and English. French would be desirable

About Vontobel

Vontobel is a leading global investment firm committed to building better futures for our clients and society. We are a majority family-owned and publicly listed company with a strong focus on sustainability and long-term growth. Our culture is built on mutual respect, zero tolerance for discrimination, and a commitment to equal employment opportunity.

At Vontobel, you will have the opportunity to unlock your potential, translate insights into opportunities, and drive meaningful change in a dynamic and supportive environment.


  • Client Onboarding

    vor 2 Wochen


    Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

    We are looking for a skilled Client Review Specialist to join our Service Hub team.The team provides high-quality services for our clients in a highly efficient way, supporting clients in client onboarding, periodic reviews, and life cycle modifications.Your role would be to perform periodic client reviews and client life cycle modifications for Wealth...


  • Zürich, Zürich, Schweiz Bank Vontobel Vollzeit

    About the RoleWe are seeking a highly motivated Client Review Specialist to join our Service Hub team. The Service Hub is where Vontobel's key support processes are delivered, providing high-quality services for our clients in a highly efficient way.Key ResponsibilitiesPerform periodic client reviews and client life cycle modifications for Wealth Management...


  • Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

    Detailed client reviews and lifecycle modifications are key responsibilities of the Client Review Specialist role at Vontobel. This position involves overseeing client onboardings, ensuring due diligence, CDB checks, and KYC checks for individuals and legal entities in Switzerland and abroad. The ideal candidate will have in-depth knowledge of CDB and tax...


  • Zürich, Zürich, Schweiz Burberry Vollzeit

    Job OverviewThe Luxury Client Liaison Specialist is a pivotal role within Burberry, responsible for fostering long-lasting relationships with clients. This position requires a unique blend of product knowledge, exceptional communication skills, and a passion for delivering personalized experiences.


  • Zürich, Zürich, Schweiz KPMG AG Vollzeit

    We are seeking a skilled Risk Management Specialist to join our team at KPMG AG. As a key member of our risk management services team, you will be responsible for providing high-quality advisory services to clients in the financial services industry.


  • Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

    We are seeking a highly motivated Client Review Specialist to join our Service Hub team at Vontobel Holding AG. The Service Hub is where our key support processes are delivered, providing high-quality services for our clients in a highly efficient way. Support is provided in the areas of client onboarding, periodic reviews, and life cycle modifications.Key...


  • Zürich, Zürich, Schweiz Vontobel Holding AG Vollzeit

    At Vontobel, we are seeking a highly motivated Client Review Specialist to join our Service Hub team. The Service Hub is where Vontobel's key support processes are delivered. The team provides high-quality services for our clients in a highly efficient way. Support is provided in the areas of client onboarding, periodic reviews, and life cycle...


  • Zürich, Zürich, Schweiz AP Group Ltd Vollzeit

    A leading fiduciary specialist in Switzerland is seeking a highly skilled financial services professional to join their team.The ideal candidate will have expertise in accounting, auditing, and business, tax, and legal advice. They will be responsible for carrying out regular and limited audits of trading and service companies, as well as advising clients on...


  • Zürich, Zürich, Schweiz Concept Vollzeit

    AV Field Service SpecialistLocation: Zurich – Salary: 55,000 EurosContact: As an AV Field Service Specialist, you will provide technical support and maintenance for our clients in Germany and Switzerland. You will be responsible for ensuring high levels of customer satisfaction through onsite attendance and remote technical support.Key...


  • Zürich, Zürich, Schweiz State Street Vollzeit

    Who We Are Looking ForWe are searching for a Client Service Officer to join our team at State Street. As a member of our client service team, you will be responsible for navigating clients through our company, connecting them with subject matter experts, asset managers, and asset owners. You will participate in regular client reviews to ensure service...


  • Zürich, Zürich, Schweiz State Street Vollzeit

    About the RoleWe are seeking a highly skilled Client Service Officer to join our team at State Street. As a key member of our client service team, you will be responsible for navigating clients through our company, connecting them with the appropriate subject matter experts, and ensuring seamless service delivery.Key ResponsibilitiesParticipate in regular...


  • Zürich, Zürich, Schweiz KPMG AG Vollzeit

    Job SummaryWe are seeking an experienced Cloud Engineering Specialist to join our Financial Services Solution Architecture & Engineering team at KPMG AG. As a key member of this team, you will be responsible for designing, implementing, and maintaining cloud-based solutions for our clients.


  • Zürich, Zürich, Schweiz State Street Vollzeit

    About the RoleWe are seeking a Client Service Representative to join our team at State Street, a leading custodian bank, asset manager and asset intelligence company. In this role, you will be responsible for navigating clients through our company, connecting them with the appropriate subject matter experts and ensuring high-quality service delivery.Key...


  • Zürich, Zürich, Schweiz IQ-EQ Vollzeit

    Job Description:As a Client Services Manager at IQ-EQ, you will be responsible for building and maintaining strong relationships with clients and external stakeholders. This will involve meeting and liaising with these parties on a frequent basis, as well as supporting senior management in the investigation and resolution of client relationship issues.Key...


  • Zürich, Zürich, Schweiz Business & Finance Consulting Vollzeit

    About the Role:Business & Finance Consulting is seeking a highly skilled Digital Financial Services Specialist to join our team.Job Responsibilities:Collaborate with DFS providers to align implementation of deliverables agreed between institutions and partners.Develop and review technical documents and provide support in the dissemination of documents.Track...


  • Zürich, Zürich, Schweiz B-works Vollzeit

    Unser AnspruchWir suchen nach einer Persönlichkeit, die die Kunden von B-works begeistern kann. Als Client Experience Specialist bist du an der Spitze der Kundenerfahrung, die wir in unserem Unternehmen bieten.Ziel dieser Rolle ist es, unsere Kunden durch ständige Kommunikation und einen persönlichen Ansatz zu begeistern. Eine enge Zusammenarbeit mit...


  • Zürich, Zürich, Schweiz Dolce & Gabbana Vollzeit

    We are seeking an ambitious Client Advisor to join our Dolce & Gabbana team in Zurich.As a key member of our boutique, you will be responsible for delivering exceptional customer service, building strong relationships, and promoting our luxury products.Key Responsibilities: Identify and understand the needs of our international clients, promoting our...


  • Zürich, Zürich, Schweiz Dolce & Gabbana Vollzeit

    We are seeking a skilled Client Service Ambassador to join our team in Zurich. As a Client Service Ambassador, you will be the face of our brand, providing exceptional service to every customer and embodying the Dolce & Gabbana values.Key Responsibilities:Promote and sell products by identifying our international customers' needs.Deliver outstanding customer...


  • Zürich, Zürich, Schweiz Bank Vontobel Vollzeit

    Job SummaryAre you a seasoned client service professional with a passion for delivering exceptional experiences? We're seeking a talented individual to lead our Global Client Services team, driving strategic initiatives and ensuring seamless service delivery across regions.Key ResponsibilitiesDevelop and implement a global client service strategy, aligning...


  • Zürich, Zürich, Schweiz AXA Group Vollzeit

    As a Client Distribution Leader at AXA XL, you will play a key role in driving business growth and retention by partnering with clients and brokers to deliver tailored risk management solutions.Key responsibilities include:Strategic account management for existing clients and brokersDeveloping new business opportunities through collaboration with...