Assistant Account Management 100% (f/m/d)

Stellenbeschreibung

Assistant Account Management 100% (m/w/d) - (Vertrag durch unseren externen Payroll-Partner mit sofortigem Beginn bis 30.06.2026 mit möglicher Verlängerung)

Aufgaben

• Or the alert, authorisation in case of an alert, monitor transaction, retrieve copy or contract, variance incoming payment order, document purpose of payment order)
• Initiate Account Opening (input relevant data in CRM, start workflows, forward workflow and all relevant documents to the respective department for further processing)
• Coordination and execution of all pending onboarding activities (coordination with the customer and counterparties including diverse setups: e.g. control-tables, swift, mail delivery, interest / transfer)

Anforderungen

• Kaufmännische Ausbildung (EFZ) oder gleichwertig; zusätzliche Qualifikationen in Banken/Finanzen erwünscht
• Solid knowledge of client management processes: settlements (DVP/RVP), corporate actions, coupons, trade execution
• Experience in Global Custody and strong client-focused approach
• Understanding of AML procedures, transaction monitoring, and payment purpose verification
• Proficient in SWIFT messaging and operational use of CRM/workflow systems

Wir bieten

Keine expliziten Benefits genannt.

Standort

• Zürich
• Full-time