Client Service Executive / Assistant

Your role

To strengthen our Institutional Clients Switzerland and Europe department, we are looking for a person to join our team in Zurich for a wide range of tasks. As a Client Service Executive / Assistant, you will support the Client Services department and the institutional team.

Your tasks

• Support for senior account managers for institutional clients
• Independent processing of various types of customer inquiries (by telephone and e-mail) including preparation of product presentations and reports
• Proactive and solution-oriented processing of regular and recurring tasks (stock exchange transactions, settlements, payments and other responsibilities from day-to-day business)
• Support marketing activities, including physical and digital customer events (with the possibility of full responsibility for entire events)
• Internal coordination and collaboration with various departments and administrative support for the team
• Option to work on various internal projects
• Later possibility to take over certain tasks as Junior CRM

Your profile

• Completed studies or commercial banking training
• At least 2 years of experience in sales support or customer-facing roles in the financial industry
• Basic knowledge of financial products and operational banking processes, as well as industry-specific knowledge is an advantage
• Excellent knowledge of Microsoft Office, experience with Avaloq a great advantage
• Ability to weigh up problems, set priorities and recognize synergies
• Ability to work with different stakeholders
• Strong work ethic, integrity and a high sense of responsibility
• Organizational skills, hands-on mentality and ability to work independently
• Fluency in German, good knowledge of English, knowledge of French and Italian is an advantage

Your benefits

• Entrepreneurial thinking in a family-run bank
• Central office locations throughout Switzerland
• Excellent insurance benefits borne by the bank
• Health insurance and meal allowance
• Contribution to growth strategy and stable environment
• Competitive offer