Client Service Executive

Your role

To strengthen our Institutional Clients department, we are looking for a dedicated individual to join our team in Zurich as a Senior Relationship Manager and ensure excellent service for our institutional partners.

Your tasks

• Supporting senior account managers for institutional clients by independently managing complex client issues
• Independently handling a wide variety of customer inquiries (by phone and email), including preparing product presentations and reports, as well as managing client onboarding and ongoing customer support
• Managing day-to-day operations (stock market transactions, settlements, or payments) with a commitment to continuously evaluate processes and make them more efficient
• Support for marketing activities, including in-person and digital customer events
• Internal coordination and collaboration with various departments, and administrative support for the team
• Playing an active, leading role in internal projects focused on digitalization and identifying opportunities for improvement, as well as contributing new ideas to enhance customer satisfaction

Profile

• Completed commercial banking training, including a business-related degree from a university of applied sciences or a university
• At least 3 years of work experience, preferably at a bank; experience in wealth management or at a family office is also acceptable (sales support is a plus)
• Excellent knowledge of Microsoft Office; knowledge of Avaloq is a plus
• A team player who works independently, precisely, and reliably, and who is a quick learner
• A person with a networked mindset who not only completes tasks but also understands the big picture and comes up with solutions
• A confident and professional demeanor when interacting with customers and coworkers
• Above-average sense of responsibility, as well as high motivation, dedication, and resilience
• Fluency in German and a good command of English; knowledge of French is a plus

Your benefits

• Entrepreneurial thinking in a family-run bank
• Central office locations throughout Switzerland
• Excellent insurance benefits covered by the bank
• Health Insurance Premium and Meal Voucher