Junior Customer Service Representative for Private Clients

Junior Customer Service Representative for Private Clients (60–100%)

Are you looking to take the next step after completing your banking training and further your career in customer service?

Your area of responsibility

• You’ll help our customers with questions about money, saving, retirement planning, and finances
• Together with the team, you'll manage your own client portfolio and gradually develop into an independent consultant.
• You identify needs and find appropriate solutions and services
• You'll build relationships with customers and banks and serve as our bank's eyes and ears
• You will continue to develop your expertise in these fields—particularly in the areas of investing, retirement planning, and financing

What you bring with you

• Completed banking apprenticeship or comparable training
• Enjoyment of direct contact with people
• Interest in finance and personal financial advice
• Motivation, openness, and a willingness to grow
• Openness, friendliness, and a desire to help you build a network in our region

Your benefits

• 5–6 weeks of vacation
• Mandatory and variable contributions toward recreational leave and unpaid leave
• Generous support for external training programs (apprentice and training discussions within the team/workshop)
• Autonomy in time management
• Employee Stock Options
• Option for a pension fund and, in some cases, accident and non-occupational injury insurance
• Comprehensive Employee Benefits
• Ongoing training and support from experienced product and technical specialists
• Preferential terms with UBS investment institutions headquartered in Thalwil
• All social benefits for all employees
• Swisscom Plans for Employees
• Optimized Mobile Solutions
• Financial Package: 60% employer-sponsored pension plan and 40% AHV, pension fund, occupational retirement plan, participation in selecting the investment plan and strategy
• Regular office checks using Wilipapier and office supplies