ICLS - Client

Your role

Are you detail-oriented and motivated? Would you like to be part of a dynamic and collaborative team? We’re looking for someone like you to:

• to support our Client Data Management Team
• be responsible for the accurate and timely maintenance of client data attributes
• respond to inquiries and requests from sales representatives and other client lifecycle teams
• to handle appropriate escalations and coordinate the resolution of identified issues with the relevant parties
• work effectively with partner functions to improve the process and eliminate recurring issues/exceptions

Your tasks

You will be working in the Client Data Management Team in Opfikon, Zurich. This is a client lifecycle maintenance role. In this role, you will support the creation, maintenance, and quality assurance of client data on Swiss and global platforms. You will work closely with several business units (FX, FI, EQ, IBD, WM) and use a variety of specialized tools to ensure accurate, compliant, and well-structured client information. Your daily responsibilities include:

Requirements

You have:

• strong attention to detail and analytical skills
• the ability to work accurately with computer systems
• strong communication and coordination skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Experience in data management, onboarding, and/or financial operations (preferred)

They are:

• able to plan, organize, and monitor
• able to take on responsibility
• proactive, motivated, and results-oriented
• a dedicated team player who is able to,
• highly responsible, self-motivated, and able to identify the root causes of problems

We offer

We know that great work is never done alone. That’s why we prioritize collaboration. We recognize that it is our people—with their diverse skills, experiences, and backgrounds—who drive our continued success. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible work options whenever possible. Our inclusive culture brings out the best in our employees, wherever they are on their career paths. We use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.