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Client Services - Zurich

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Salary Competitive
Type Permanent
Location
Sector Investment & Middle Office
Job Reference T41/MBX/32318
Contact BRUIN Financial
Date posted 07-08-2019

We are seeking Client Services candidates for a lucrative opportunity with a leading Investment Manager in Zurich. We require someone with fluency in German and has strong experience in Client Services. You will be frontline for queries and requests for key Swiss Clients.

Key responsibilities;

- Accountable for all sales administration; assistance with account opening, rebates, dividend payments, new agreements, problems/queries on deals, invoicing, tax price publications.
- Frontline for client queries and requests ensuring they are answered timely and accurately.
- Liaising with central team in London to ensure client requests and marketing activities are managed and communicated effectively
- Accountable for delivery of monthly / periodical individual client reportings.
- Managing and controlling Sales Force distribution lists

Key skills;

- Analytical skills and financial affinity
- Pro-Active, Motivated attitude
- Communication Skills with the ability to build productive working relationships and the co-operation of others
- Fluent in English and German is essential, also ability to speak French would be an advantage
- To exercise considerable judgement within defined procedures to determine appropriate action

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