Client Services Specialist
Vor 6 Tagen
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 Service Manager
vor 2 Wochen
Zurich, Schweiz SIX Group Services AG VollzeitSIX Group Services AG Zurich, SwitzerlandPosted 24 minutes ago Permanent Competitive - Olten, Zurich | (80-100%) | Referenz 5518 - Möchtest Du mit allen Teilnehmern der SIX SIS AG zusammenarbeiten und somit den Mitarbeitern von diversen schweizerischen und ausländischen Banken bei der Beantwortung von Anfragen im Settlement-Bereich zur Seite stehen?...
-
Client Service Manager M/w
Vor 6 Tagen
Zurich, Schweiz AXA Vollzeit**Client Service Manager m/w** **(**220003HO**)** **STANDORT**: SWITZERLAND-ZURICH-ZURICH **GESELLSCHAFT**: AXAIM Core - Client Group **VERTRAGSART**: Unbefristet **SCHICHT**: Tagarbeit BESCHÄFTIGUNGSART**: Vollzeit **NEUER JOB, NEUES GLÜCK** For our business unit Client Group Core in Switzerland (based in Geneva or Zurich) we are looking for a Client...
-
Junior Client Service Manager
vor 2 Wochen
Zurich, Schweiz dentsu VollzeitCompany Description As a **full-service, data-driven customer experience transformation company, **we partner with Top 500 companies in the DACH region. We partner with brands to achieve meaningful progress as a force for growth and good. We create world-class solutions and services that unlock new opportunities for growth and business transformation...
-
Client Service Manager M/w
Vor 6 Tagen
Zurich, Schweiz AXA Vollzeit**Client Service Manager m/w** **(**220003HO**)** **PRIMARY LOCATION**: SWITZERLAND-ZURICH-ZURICH **ORGANIZATION**: AXAIM Core - Client Group **CONTRACT TYPE**: Regular **SHIFT**: Day Job SCHEDULE**: Full-time **DESCRIPTION** For our business unit Client Group Core in Switzerland (based in Geneva or Zurich) we are looking for a Client Service Manager: -...
-
Client Service Manager M/w
Vor 6 Tagen
Zurich, Schweiz AXA Funds Management VollzeitFor our business unit Client Group Core in Switzerland (based in Geneva or Zurich) we are looking for a Client Service Manager: - Central contact person for our wholesale and institutional clients based in the Suisse Romandie - Maintain and develop our key client relationships in close cooperation with the sales team, ensuring a high service standard with...
-
Client Advisor Gfiw
vor 4 Stunden
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258812BR **City** - Zürich **Job Type** - Full Time **Your role** - Your role: - Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in advising sophisticated...
-
Client Service Manager
vor 1 Woche
Zurich, Schweiz SIX Group Services AG VollzeitSIX Group Services AG Zurich, SwitzerlandPosted 6 hours ago Hybrid Permanent Competitive - Olten, Zurich | bis zu 60% Homeoffice | Referenz 5462 - Möchtest du mit allen Teilnehmern der SIX SIS AG zusammenarbeiten und somit den Mitarbeitern von diversen schweizer und ausländischen Banken bei der Beantwortung von Anfragen im Income-Bereich zur Seite stehen?...
-
Client Service Manager
vor 1 Woche
Zurich, Schweiz dentsu VollzeitUnternehmensbeschreibung As a **full-service, data-driven customer experience transformation company, **we partner with Top 500 companies in the DACH region. We partner with brands to achieve meaningful progress as a force for growth and good. We create world-class solutions and services that unlock new opportunities for growth and business transformation...
-
Client Partner Insurance Industry
vor 2 Wochen
Zurich, Schweiz ELCA VollzeitCritères de l'offre Description du poste you implement the go-to-market initiative primarily for the insurance industry with a focus on the Swiss German area. You will have a 360-degree client responsibility, achieve revenue and profitability targets with allocated accounts, and develop clients. You position ELCA as a valuable and qualified supplier with...
-
Client Service Executive
vor 2 Wochen
Zurich, Schweiz Deutsche Bank Vollzeit**OVERVIEW**: Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations,...
