24 days ago on kessler-vogler.ch

Associate Client Services & Operations

kessler.vogler gmbh

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Associate Client Services & Operations

Associate Client Services & Operations

Zürich / Eintritt nach Vereinbarung
For our client, an International Private Bank based in Zurich, we are looking for a good qualified and independent person as Associate Client Services & Operations.

  • Seize the opportunity to be a key player in supporting and continuing to grow the PWM business for Bank in Switzerland.
  • Partner closely with PWM Business to work together to ensure we deliver the best possible service to our clients by ensuring that queries and requests are completed accurately and efficiently.
  • Use your excellent communication skills to build strong productive relationships with PWM Business, Legal, Compliance, Technology and the Operations Division globally. Ensuring that you develop strong working relationships with the business is essential to your success in this role.
  • Demonstrate an outstanding attention to detail and ability to complete client transfer requests within market deadlines.
  • Perform asset transfer functions to the best of your ability, including wire transfers, security transfers, and mutual funds transfers.
  • Deliver excellent service to sales teams by managing inquiries and following up accordingly.
  • It’s not just about Switzerland. You are part of a global team and as such you are expected to contribute to, and be involved with, regional & global projects / initiatives across PWM Operations and the Operations Division as a whole.
  • Learn More: It is expected that you will look to expand your horizons and over time cross-train on the other functions performed by PWM Operations in Zurich.
  • Your valuable experience counts. As a high performing individual, you will be expected to share your thoughts on how to develop and improve processes.
  • Demonstrate your dedication to client service excellence: Provide excellent service to sales, and our clients to ensure timely resolution of trade related queries or issues.
  • You are a Risk Manager: The expectation is that you will continually look to leverage your excellent risk & control mind-set. Working with the wider Zurich Operations team, the expectation is that you will regularly review operational processes to mitigate risk and identify opportunities to further strengthen the control environment.
  • Be Innovative: We want to hear your ideas and see a positive contribution to moving forward and enhancing the current suite of processes performed by both the Zurich team and PWM Operations globally

  • Bachelor’s degree with a minimum of 3 years relevant work experience in financial services, preferably within Operations – ideally within a Client Service or Asset Transfer Role.
  • Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.
  • Aptitude for building relationships and ability to communicate complex issues to a wide array of internal partners with differing levels of product or process experience.
  • Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities.
  • Outstanding communication and relationship management skills
  • Energetic, Flexible, Positive, Diligent, Organized and Committed to Teamwork – both in Switzerland and globally.
  • Previous experience of working within Private Wealth Management Operations or the investment Management Division would be an advantage.
  • Proven change agent / ability to improve processes. Experience in testing of new software
  • Previous experience of working within Private Wealth Management Operations or the investment Management Division would be an advantage.
  • Proven change agent / ability to improve processes. Experience in testing of new software
  • Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word

Sprachen:Excellent English language written and verbal skills essential (plus German, Spanish, Italian, & French skills an advantage)
Eintritt ab:nach Vereinbarung
Ihre Kontaktperson:
Christian Fehr
Consultant, Teamhead
T 043 305 00 38
fehr -Blindtext-@ kessler.vogler.chE-Mail
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