CRM Support Specialist

vor 1 Monat

Zürich, Zürich, Schweiz J Safra Sarasin Vollzeit

About the Role

As a CRM Assistant at Bank 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 responsibilities will include providing administrative support, partnering with CRMs to manage overall business operations, and responding to customer inquiries via email or telephone.

Your Responsibilities

  • Support the team with administrative tasks, such as data entry and document management
  • Partner with CRMs to manage overall day-to-day business, including client relationships and portfolio management
  • Respond to customer inquiries in a timely and professional manner
  • Perform account openings, closings, and other documentation tasks
  • Prepare client meetings and events, ensuring a seamless experience for our clients
  • Monitor client portfolios, handle client orders in the absence of CRMs, and manage asset maturities and corporate actions
  • Ensure compliance with internal and external policies and regulations, including FATCA, AML, and MiFID

Your Profile

  • Completed apprenticeship in the banking sector
  • 2 years of practical experience as an Assistant in Private Banking
  • Excellent Microsoft Office skills, with knowledge of Avaloq an advantage
  • Strong analytical and problem-solving skills, with the ability to weigh problems and set priorities
  • Strong work ethics, integrity, and high level of accountability
  • Organizational skills, with the ability to work under pressure
  • Fluency in German and English

What We Offer

As a CRM Assistant at Bank J. Safra Sarasin, you will have the opportunity to work in a dynamic and supportive team environment, with a focus on delivering exceptional customer service. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

How to Apply

Agencies, please note that only direct applications will be considered. Please submit your application, including your resume and a cover letter, to [insert contact information].

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