RESPONSIBILITIES:
• Engage with clients via chat, video calls, and phone calls to provide timely and comprehensive support.
• Proactively address client inquiries and support tickets through our efficient ticketing system.
• Cultivate strong relationships with our clients, serving as their first point of contact for onboarding, periodic reviews, and navigating cross-border regulations.
• Compile insightful internal reports on client interactions, feedback, and technical issues to drive continuous improvement.
• Collaborate closely with colleagues in the Wealth Management department and across various teams to resolve challenges effectively.
• attention to detail and ability to multitask in a fast-paced environment.
PROFILE:
• Post-obligatory diploma or equivalent.
• Minimum 1 year of experience in the financial sector, showcasing a dedication to client service.
• Proficient in MS Office tools; experience with Temenos or CRMs is advantageous
• A collaborative team player with a client-centric mindset.
• Proactive problem solver, adept at leveraging digital tools.
• Exceptional communication skills with a talent for inspiring and guiding clients.
• Meticulous attention to detail and ability to multitask in a fast-paced environment.
• A collaborative team player with a client-centric mindset.
• Proactive problem solver, adept at leveraging digital tools.
• Exceptional communication skills with a talent for inspiring and guiding clients.
• Meticulous attention to detail and ability to multitask in a fast-paced environment.
•Bilingual German/Swiss German and English (C1/C2 level), any other swiss national language as an asset
