Beschreibung
Capital Markets Operations – Wealth Management Front Office Support Associate
Switzerland – Zürich / Opfikon
12 months long contract
Full time office role (no home office and no remote work)
42 hours per week
Operations
Global Wealth Management
Your role
Do you have a high client service orientation and risk awareness? Are you a team player and enjoy collaborating with front office colleagues and other stakeholders? Are you hands-on and have a can-do mentality?
We’re looking for a Front Office Support Associates to:
• analyze, review and process various remediation items related to the preparation for the client migration
• manage End to end backflow of remediation items
• document client structures (legal entities & individuals) according to internal and external regulations and policies
• capture client data in internal systems
• perform Quality Checks and Controls
• coordinate with Client Account Managers and Clients to gather - information needed and be prepared for the major platform migration
• Support across teams (e.g. Reporting, Solution Design, etc.)
Your team
Team is specialized in reviewing client documentation and clean-up of data quality for both Legal Entities and Private Individuals.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
• 1-2 year of banking experience
• experience in a supporting or client documentation role
• experience as a Client Advisor Assistant / Front Support Assistant
• expertise knowledge of any Swiss Wealth Manager’s core banking tools is of great asset
• customer-oriented as well as pragmatic and positive can-do attitude
• ability to cope with pressure and a high level of flexibility and responsibility
• detail oriented accuracy and structured working, ensuring the highest quality service delivery
• facilitation and problem-solving skills, with good know-how across (CDB & Tax Requirements, Business Risk, Operations, etc.)