Client Services Specialist

Vor 4 Tagen

Zürich, Zürich, Schweiz Jobs via eFinancialCareers Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

OUR ORGANISATION
Twelve Securis, formed from the merger of Twelve Capital and Securis Investment Partners, is a leading, founder-led business and one of the largest, most experienced insurance-focused investment managers globally. With offices in London, Zurich, Munich, Bermuda and Tokyo we manage in excess of USD 9.5 billion in assets primarily in Catastrophe (Cat) Bonds and other Insurance-Linked Securities (ILS).

THE ROLE
We are seeking a proactive and detail-oriented Client Services Specialist to join our Marketing & Client Services team. The successful candidate will be responsible for coordinating client requests and onboarding processes and, acting as a central point of contact between clients, the Sales team, and the Fund's Transfer Agent to ensure a seamless client experience.

MAIN RESPONSIBILTIES
Central Client Request Management
:

  • Coordinate incoming client requests that are not directly handled by Sales, ensuring they are resolved promptly and accurately.

Dealing Support
:

  • Act as the primary liaison between clients and the Transfer Agent when required.
  • Assist clients with account openings, subscriptions, and redemptions ensuring all required documentation is complete and that fund procedures are followed accurately.

Asset Booking and Reconciliation
:

  • Support the accurate booking and reconciliation of client holdings in Twelve Securis CRM system.

Personal Attributes And Other Requirements

  • 3-4 years' of experience in fund operations, client service, or transfer agency within asset management or the broader financial services industry.
  • Strong organisational and time-management skills, with the ability to manage multiple priorities effectively.
  • Excellent communication and stakeholder management abilities, both internally and externally.
  • Meticulous attention to detail and a strong commitment to data accuracy.
  • Collaborative and adaptable approach, with the ability to work effectively in a fast-paced, team-oriented environment.
  • Knowledge of subscription and redemption processes, and fund dealing procedures, is highly desirable.
  • Eligibility to work in Switzerland.
  • Fluent in English; additional languages are an advantage but not essential.

What We Offer

  • Opportunity to work in a fast-growing segment of the asset management industry.
  • International, inclusive, and dynamic work environment in a company that values innovation and initiative.
  • Professional development and growth opportunities.

EQUAL OPPORTUNITIES
At Twelve Securis, we champion equal opportunities, recognising and valuing the distinct contributions each individual offers. Our dedication is to cultivate an inclusive environment that nurtures diversity, inviting everyone to be part of our team and express themselves sincerely at work.

eFCSoSe

  • Client Offboarding Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz AARK Tech Solutions GmbH Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    About the RoleWe're hiring Client Offboarding Specialists to manage data and documentation for a prestisigious Bank in Zurich.Your Focus:Account closure documentation - organize, verify, and manage all offboarding records.Data preparation & validation - ensure client data and transaction records are accurate and complete.Document workflows - coordinate...

  • IT Service Desk Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Bechtle Managed Services GmbH Vollzeit CHF 40'000 - CHF 60'000 pro Jahr

    IT Service Desk Specialist - Shared Services Bechtle AG days ago Role details Contract type Permanent contract Employment type Part-time / full-time Working hours Shift work Languages German Job location Tech stack Data Centers Information Technology Job description Weiterentwicklung: Mit einem umfangreichen Angebot der Bechtle Akademie, individueller...

  • Service Line Specialist IOA

    vor 2 Wochen

    Zürich, Zürich, Schweiz Cognizant Technology Solutions Vollzeit CHF 120'000 - CHF 180'000 pro Jahr

    Cognizant is hiring a Service Line Specialist – Associate Director to form an integral part of the continued rapid growth of Intuitive Operations & Automation (IOA) Business Unit for large accounts in Life Science. The role will involve daily exposure to our clients and Cognizant senior management. Reporting into our GGM IOA Business Unit Leader and based...

  • Service Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Michael Page Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Professionelle Sprachkompetenz in Deutsch und FranzösischTry & Hire - Testphase mit PerspektiveAbout Our ClientFür unseren Kunden, einen etablierten, innovativen Finanzdienstleister mit Fokus auf objektbezogene Leasing- und Finanzierungslösungen für Unternehmen, suchen wir ab sofort eine motivierte und serviceorientierte Persönlichkeit als Service...

  • Sales Specialist

    vor 4 Stunden

    Zürich, Zürich, Schweiz Realtor of Excellence Swiss Family Office Vollzeit CHF 60'000 - CHF 80'000 pro Jahr

    Company DescriptionRealtor of Excellence, founded by the Enderli family, has been a respected name in the real estate industry for over 50 years. Initially established in Cape Town, South Africa, the company expanded its international presence to Zug, Switzerland, over the last five years. We specialize in helping clients craft tailored property strategies,...

  • Client Offboarding Specialist

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Cognizant Vollzeit CHF 60'000 - CHF 120'000 pro Jahr

    Number of positions: 4Location: Opfikon, ZurichDuration: until 31.Dec.2026Full time (42 hrs per week)Office job (not remote, not hybrid)GERMAN & ENGLISH SPEAKINGYour roleAre you a motivated and flexible team member with a positive attitude and analytical way of thinking? Do you have an eye for detail and a quickness to grasp new tasks?Are you a motivated and...

  • Corporate Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Velorynth Vollzeit CHF 60'000 - CHF 120'000 pro Jahr

    Role DescriptionThis is a part-time hybrid role for a Corporate Specialist based in Zurich, with flexibility for some work-from-home arrangements. The Corporate Specialist will be responsible for supporting business operations through financial analysis, providing training and support, ensuring excellent customer service, and facilitating clear internal and...

  • HR Services Specialist

    Vor 2 Tagen

    Zürich, Zürich, Schweiz SR Technics Vollzeit CHF 60'000 - CHF 120'000 pro Jahr

    ZurichWork experienceCommercial professions (other)FulltimeWe are a world leading Engine MRO service provider, headquartered in Zurich, Switzerland, with over 90 years of operational experience. Our unwavering dedication to innovation, excellence and environmental responsibility propels us forward on our journey to becoming the leading, most...

  • Claims Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Alpinum Solutions Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Position:Claims SpecialistSector:InsuranceDuration:6+ MonthsUtilization:100%Location:ZürichAlpinum Solutions is a leading provider of managed legal services in Switzerland, Germany and Liechtenstein.For our client, a global insurance company, we are looking for a Claims Specialist in Zurich.Key Responsibilities:Manage and process marine claims, with a focus...

  • Client Service Director

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Avantgarde Management GmbH Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Client Service Director (m/w/x)Sportbegeisterte aufgepasst Als Client Service Director (m/w/x) bist Du das Bindeglied zwischen Geschäftsführung, Kunden und weiteren Teams, die Dich auf dem Weg bei dem Projekt unterstützen. Du steuerst nicht nur intern sämtliche Gewerke, um unsere Ansprechpartner bestmöglich zu beraten, sondern bist auch in der Lage,...