Capital Markets Operations – Wealth Management Front Office Support Associate

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.)