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.)