Middle Office Specialist

vor 1 Woche

Zürich, Zürich, Schweiz SIX Vollzeit CHF 90'000 - CHF 120'000 pro Jahr

As a key contributor to our sales operations, you will manage a defined customer territory in close collaboration with a Sales Representative. You will also take ownership of all administrative and support activities related to sales and the implementation of financial information systems for our clients.

What You Will Do

  • Oversee a customer sales territory in partnership with Sales and Account Managers, focusing on financial services products in Western Switzerland and selected international regions.
  • Serve as the primary point of contact for customer inquiries related to products, functionalities, data, pricing, exchange permissions, and issue resolution.
  • Draft, process, and manage customer contracts within the financial customer information system.
  • Billing & Financial Oversight: Initiate invoicing processes and monitor dunning procedures and accruals to ensure financial accuracy.
  • Manage product and data entitlements, and plan, coordinate, and track customer and sales-related projects from initiation to completion.

What You Bring

  • Completed commercial apprenticeship (kaufmännische Grundbildung) followed by further education at a Swiss University of Applied Sciences (Fachhochschule) or a College of Higher Education (Höhere Fachschule) or equivalent.
  • At least 3 years of experience in a similar role, preferably in a middle or back-office environment.
  • Strong numerical aptitude and attention to detail.
  • Customer-focused with a proactive and well-organized approach.
  • Ability to work independently and collaboratively in a dynamic environment.
  • Excellent verbal and written communication skills in English and German, proficiency in French is a plus.

  • Middle Office Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz SIX Vollzeit CHF 60'000 - CHF 80'000 pro Jahr

    SIX drives the transformation of financial markets.What sets us apart drives us ahead: between local roots and global relevance, we are a unique blend of tradition and future, of foundation and growth. We value bright minds and inspire them to grow with their ideas. Come and shape the future of finance with us. Middle Office Specialist Zurich | working...

  • Middle Office Specialist Securities Lending

    vor 2 Wochen

    Zürich, Zürich, Schweiz JULIUS BAER Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for providing critical support to the front desks by ensuring that all trade-related activities are properly...

  • 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...

  • Middle Office Specialist Securities Lending

    vor 2 Wochen

    Zürich, Zürich, Schweiz Julius Baer Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. Responsible for providing critical support to the front desks by ensuring that all trade-related activities are properly...

  • Mid-Office Specialist

    vor 2 Wochen

    Zürich, Zürich, Schweiz Aquila Ltd. Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Aquila AG wurde im Jahr 2000 als Service-Plattform für unabhängige Vermögensverwalter gegründet und erbringt ihren Partnergesellschaften zentrale Dienstleistungen in den Bereichen Legal, Compliance, Risk Management, Finance, Investments und Operations. Seit 2012 besitzt die Aquila AG zudem eine Banklizenz und konzentriert sich mit der Aquila Bank auf die...

  • Middle Office Assistant – Personal Loans

    Vor 5 Tagen

    Zürich, Zürich, Schweiz MultiCredit Vollzeit CHF 60'000 - CHF 85'000 pro Jahr

    Job descriptionTo support our new office in the city center of Cham (Zug), we are looking for a part-time (50–70%) Middle Office Assistant who combines accuracy in credit administration with strong sales and advisory skills.Your responsibilities:Processing and validating personal loan applications in compliance with Swiss regulations.Advising clients on...

  • Customer Operations Specialist

    Vor 5 Tagen

    Zürich, Zürich, Schweiz SIX Vollzeit

    SIX treibt die Transformation der Finanzmärkte voran. Was uns unterscheidet, treibt uns voran: Zwischen lokalen Wurzeln und globaler Relevanz sind wir eine einzigartige Mischung aus Tradition und Zukunft, aus Fundament und Wachstum. Wir schätzen kluge Köpfe und inspirieren sie, mit ihren Ideen zu wachsen. Komm und gestalte die Zukunft der Finanzmärkte...

  • Sales Specialist

    vor 1 Tag

    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,...

  • HR Services Specialist

    Vor 3 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...

  • Philanthropy & Grants Specialist

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Rotary International Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

    Job Title: Philanthropy & Grants SpecialistJob Title: Philanthropy & Grants Specialist Area: Philanthropy & GrantsReports to:       Supervisor of Philanthropy & GrantsClassification:  Full-time positionLocation: Europe and Africa Office - Zurich, Switzerland   Organization Overview Rotary is a membership organization that unites people from all...