Job offer
Assistant Account Management 100% (f/m/d)
Julius Baer is seeking an Assistant Account Management (m/f/d) for a full-time position in Zurich to assist with client account management and onboarding activities. The position is temporary until 30.06.2026 with possible extension.
Job description
Assistant Account Management 100% (m/f/d) - (Contract through our external payroll partner with immediate start until 30.06.2026 with possible extension)Tasks
- Or the alert, authorization in case of an alert, monitor transaction, retrieve copy or contract, variance incoming payment order, document purpose of payment order)
- Initiate Account Opening (input relevant data in CRM, start workflows, forward workflow and all relevant documents to the respective department for further processing)
- Coordination and execution of all pending onboarding activities (coordination with the customer and counterparties including diverse setups: e.g. control-tables, swift, mail delivery, interest / transfer)
Requirements
- Commercial training (EFZ) or equivalent; additional qualifications in banking/finance desirable
- Solid knowledge of client management processes: settlements (DVP/RVP), corporate actions, coupons, trade execution
- Experience in Global Custody and strong client-focused approach
- Understanding of AML procedures, transaction monitoring, and payment purpose verification
- Proficient in SWIFT messaging and operational use of CRM/workflow systems
We offer
No explicit benefits mentioned.Location
- Zurich
- Full-time
Job details
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