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Private Sales Coordinator

vor 2 Monaten


Zürich, Zürich, Schweiz Swissquote Bank Vollzeit
Job Title: Private Sales Coordinator

As a key member of our Zurich Sales department, you will play a vital role in driving business growth through exceptional service delivery to existing and new clients.

We are seeking a highly motivated and organized individual who can demonstrate:

  • A client-centric approach and commitment to delivering high-quality service
  • Excellent team playing skills
  • Ability to understand and escalate client issues
  • Suggestions for product, service, and process improvements
  • Alignment with our organizational values
  • A sense of urgency and high energy
Key Responsibilities:
  • Support our Retail Sales team in Zurich
  • Initial contact with prospects and continuous follow-up in coordination with team members
  • Provide comprehensive support to Sales team members to ensure high service levels and meet team targets
  • Handle incoming calls from prospects, clients, and other departments
  • Manage internal and external correspondence and mailing
  • Review account forms for completeness and correctness
  • Conduct customer due diligence checks and identification via video conference
  • Coordinate with other departments to ensure account opening and funding
  • Perform other administration and sales tasks as assigned by Line Manager
  • Support customers in our Show Room
  • Show room account openings for new customers
  • Show room management (administrative activities)
Requirements:
  • German or Swiss German as mother tongue and fluent in English. French is a plus
  • Proven experience in administration roles or sales support services
  • Rigorous, great sense of priorities, and excellent organizational skills
  • Talent for efficiency and strong communication skills
  • Ability to adapt to a changing environment in a fast-growing bank
  • Open-minded and team-oriented spirit
  • Ideal first experience in a bank