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% (f/m/d) - (Contract through our external payroll partner with immediate start until 30.06.2026 with possible extension)Tasks
- Administrative support in account management
- Monitoring of transactions, retrieval of copies or contracts, various relevant documents to the respective department for further processing
- Initiation of account openings (entry of relevant data in CRM, start of workflows, forwarding of workflows and all other tasks)
- Coordination and execution of all upcoming onboarding activities (coordination with client and counterparties including various 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 customer management processes: Settlements (DVP/RVP), corporate actions, coupons, trade execution
- Experience in global custody and strong client-oriented approach
- Understanding of AML procedures, transaction monitoring and verification of payment purpose
- Familiarity with SWIFT messages and operational use of CRM/workflow systems
We offer
No explicit benefits mentioned.Location and working hours
- Location: Zurich
- Working hours: Full-time
Job details
Training opportunities powered by skillaware.