Relationship Management Support Officer

Vor 5 Tagen

Neuenburg, Neuenburg, Schweiz FINDERS SA Vollzeit

Client:

One that Finders work with often and has credibility with - thus able also to explain more to potentially, suitable applications about the warm, friendly, busy and dynamic work culture. Our Client is a leading, independent multi-family office with a very well-established global presence and offices across Switzerland. They offer a range of services for high net worth families, to include strategic planning, and investments as well as administration services and day to day advice. A very collegial working environment, with strong human values, as part of a close-knit team.

Position:

Do you have strong administration and client services support experience? As a junior applicant, perhaps you are now looking for your second job and hoping to consolidate on your experience gained to date? This client support administrator position could be the perfect next step in your career, if you've already had a taste of financial services and are keen to consolidate it. The position is suitable for a driven, dynamic person who is happy to be a self-starter and take initiative . You should also be numerate and not afraid of figures and numbers, above all strong on administration and client support/customer service. Some knowledge of financial services and wealth management is necessary but this is a junior role where you can learn and be trained.

The Role:

The role is primarily assisting a Director in relation to ongoing relationship management maintenance and business development support. You will be working with one to two other junior administrators in a similar role as part of this team. Reporting to the local Head of Family Office, you will also be in close and regular contact with all members of the Front Office Client Support Team (across all their Swiss offices). Liaison also with their other departments such as compliance as well as with external clients and business contacts.

Your duties will include, but not limited to:

  • Provide full administrative support to Front Office in relation to clients (UHNWIs, trust companies, banks etc)
  • Assist and support the Front Office team on day-to-day operational running of large clients of the Group
  • Preparation of banking documents (onboarding etc)
  • Support the business development/marketing efforts of the Group from an administrative perspective
  • Financial reporting, expenses, data analysis (using Excel)
  • Consult with third party professionals such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients' affairs
  • Assist Managers/Directors in preparation of expert reporting packs for client meetings, which require a thorough knowledge of the client and excellent financial analytical skills
  • Information-gathering from clients, internal contacts and other providers
  • Preparing meeting packs and scheduling appointments, responding to queries and any other ad-hoc administrative support requests

Profile:

  • Educated to Bachelors Degree level (Business/Economics/Accounting or equivalent)
  • Approximately 2-3 years' relevant experience (family office, wealth management, Big 4, wealth planning, trusts)
  • Native or Bi-lingual level of English
  • Strong personal presentation and excellent customer service administration experience
  • Excel, data analysis and numeracy skills
  • A self-starter, who can take initiative, "can-do" approach
  • Used to working in a fast-paced, international environment, able to manager deadlines and deal with pressure
  • Happy to also share information, work as part of a team, as well as passionate about a support role
  • A genuine desire of wanting to help clients and to like working with them - exposure to the type of finesse needed when dealing with clients
  • Strong client care and service orientation, delivers excellent client service; happy to always go the extra mile
  • Good at planning ahead and anticipating as well as ultra-organised
  • Already resident in the Neuchatel area, or happy to make this journey as well as valid Swiss work permit or eligible
jid522444ba jit0312a jit25a

  • Switzerland HR Support Manager

    Vor 4 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    Job Overview:The Regional HR Support at Stonehage Fleming SA plays a crucial role in supporting our HR operations in Switzerland. As a key member of our HR team, you will be responsible for providing HR support, managing employee data, and maintaining accurate records.Key Areas of Responsibility:HR Data Management: Maintain accurate and up-to-date records of...

  • IT Support Specialist

    Vor 6 Tagen

    Neuenburg, Neuenburg, Schweiz Stefanini Vollzeit

    Job Description:As a Technical Service Engineer at Stefanini, you will be responsible for delivering exceptional customer service and technical support in a fast-paced environment. This is an exciting opportunity to join our team and contribute to the successful delivery of our premium IT support service.Face-to-Face IT Support: Provide expert assistance to...

  • Technical Support Specialist

    Vor 5 Tagen

    Neuenburg, Neuenburg, Schweiz Stefanini, Inc Vollzeit

    As a Technical Support Specialist at Stefanini, Inc., you will be part of a dynamic team responsible for delivering premium IT support services. In this role, you will provide hands-on support to customers, ensuring they receive the best possible service.We are looking for an extremely proactive individual with a keen interest in technology, who can make...

  • Regional HR Support Specialist

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    Company OverviewStonehage Fleming SA, a global leader in wealth management, is seeking an experienced HR Regional Support to join our team in Switzerland. As a key member of our HR department, you will play a vital role in ensuring the smooth operation of our Swiss offices.

  • IT Support Analyst

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz Stefanini, Inc Vollzeit

    We are seeking a highly skilled IT Support Analyst to join our team. As an IT support analyst, you will be responsible for identifying and resolving technical issues for our customers.Key Responsibilities:Face-to-face IT support of users;Hardware installation, movement, and deinstallation;Diagnosing problems concerning personal hardware (PCs, laptops,...

  • Technical Support Specialist

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz Stefanini, Inc Vollzeit

    At Stefanini, Inc., we're looking for an experienced Technical Support Specialist to join our team. As a key member of our IT support team, you will be responsible for providing high-quality technical assistance to our customers.Job Responsibilities:Provide face-to-face IT support to users;Install, move, and deinstall hardware as needed;Diagnostics and...

  • HR Regional Support

    Vor 6 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    The Regional HR Support assists the local HR Manager, other members of the wider/global HR team and employees as required, by ensuring that operational matters are conducted swiftly and efficiently – implementing, enabling administration and following up the Group HR strategy, procedures and processes, primarily for the offices in Switzerland.HR Regional...

  • International Sales Director Support Specialist

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz Bulgari Vollzeit

    Bulgari Parfums is seeking a talented and motivated Executive Assistant to support our Perfume Business Unit. The successful candidate will have a proven track record of delivering high-quality administrative support, excellent communication skills, and a passion for the luxury industry.In this role, you will provide administrative support to our Perfume...

  • Hr Regional Support

    Vor 6 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    PRINCIPAL ELEMENTS AND ACCOUNTABILITIES:General HR Administration: • Provide general HR administration and an efficient support service as required, taking responsibility for updating and maintaining employee data in the HR information system and the company intranet• Setting up and maintaining HR employee files, keeping both hard and soft copies...

  • Hr Regional Support

    Vor 5 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    PRINCIPAL ELEMENTS AND ACCOUNTABILITIES:General HR Administration: • Provide general HR administration and an efficient support service as required, taking responsibility for updating and maintaining employee data in the HR information system and the company intranet• Setting up and maintaining HR employee files, keeping both hard and soft copies...

  • Client Relationship Manager

    vor 1 Tag

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    Company OverviewStonehage Fleming SA is a leading global private wealth manager offering comprehensive investment and fiduciary services to high net worth individuals, families, and their businesses.Job DescriptionWe are seeking an experienced Banking Support Officer to join our team. As a key member of the banking operations department, you will be...

  • Banking Support Team Member

    Vor 5 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    Company OverviewStonehage Fleming SA is a leading global family office group that provides bespoke investment solutions and wealth management services to high net worth individuals and families. Our company values a strong client care orientation and attention to detail, which is reflected in our commitment to delivering exceptional service to our...

  • Support Functions for Global Companies

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    Key ResponsibilitiesGeneral HR Administration: Provide administrative support for time management, employee onboarding/offboarding, and other HR-related tasks.Compensation and Benefits Administration: Assist with payroll processing, salary and bonus administration, and benefits coordination.Performance Management: Support the group's performance management...

  • Marketing Support Specialist

    Vor 2 Tagen

    Neuenburg, Neuenburg, Schweiz Swatch Group Vollzeit

    The Swiss Market team is looking for a highly skilled Sales and Marketing Associate to support the company's growth. As a Sales and Marketing Associate, you will be responsible for developing and executing marketing strategies to promote the company's products and services.Key Responsibilities:Develop and execute marketing campaigns to promote the company's...

  • Banking Support Officer

    Vor 5 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    PRINCIPAL ELEMENTS & ACCOUNTABILITIESBANKINGOpening and closure of bank and investment accounts with core and non-core banksCollaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationshipsMaintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a...

  • Banking Support Officer

    Vor 2 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    PRINCIPAL ELEMENTS & ACCOUNTABILITIESBANKINGOpening and closure of bank and investment accounts with core and non-core banksCollaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationshipsMaintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a...

  • Banking Support Officer

    Vor 2 Tagen

    Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

    ResponsibilitiesOpening and closure of bank and investment accounts with core and non-core banksCollaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationshipsMaintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or giving power of attorney to a third...

  • Technical Support Professional

    Vor 6 Tagen

    Neuenburg, Neuenburg, Schweiz Stefanini EMEA Vollzeit

    Key ResponsibilitiesProvide face-to-face IT support to usersInstall, move, and de-install hardware as neededDiagnose and resolve technical problems related to personal hardwareTest system and application changes, prepare scripts in MS Windows 10 and MS Office 365 environmentManage small projects related to new hardware or software installationInstall...

  • Medical Device Compliance Officer

    Vor 7 Tagen

    Neuenburg, Neuenburg, Schweiz TN Switzerland Vollzeit

    TN Switzerland is seeking a skilled QARA Manager to join our team. As a key member of our organization, you will be responsible for ensuring that our quality management systems are developed and maintained in accordance with regulatory requirements and industry standards.About the Position:This is an exciting opportunity for an experienced professional to...

  • Laboratory Support Associate

    vor 1 Tag

    Neuenburg, Neuenburg, Schweiz Experis Switzerland Vollzeit

    About the RoleThe QC Analyst will be responsible for providing high-quality laboratory support services to our clients in the pharmaceutical industry.Duties and Responsibilities:Provide technical assistance to laboratories on sample management, testing, and reporting.Develop and implement quality control procedures to ensure compliance with regulatory...