Employee: Business and Customer Support 80-100 %

Employee: Business and Customer Support 80-100 %

Our client is an established Swiss company in the financial sector in the Zurich area. A well-coordinated team looks after demanding private and institutional clients in asset management - with a disciplined, long-term oriented approach, lean structures and short decision-making paths. The firm has been successful in the market for many years. We are exclusively looking for you.

Your Role

You will take on a central function at the interface between clients, client advisors, custodian banks and internal specialist departments. A versatile position awaits you with insight into different areas of the asset management business. Around 80% of your time you will support the team in operational day-to-day business, around 20% you will gradually take on responsibility in marketing and communication topics. You will have room for initiative as well as professional and personal development.

Your Tasks

- Support of client advisors in all matters (preparation of client visits, openings, changes, contract management, individual evaluations and extracts, statistics)

- Coordination and clarifications with custodian banks and external partners

- Maintenance and management of client data in CRM and portfolio management system

- Collaboration in mailings, periodic closings and marketing/communication measures (website, client portal, LinkedIn)

- Participation in cross-departmental projects - depending on interest and strengths

- Organisation and accompaniment of client events

- Reception and telephone switchboard in rotation with the team, about one day per week - never alone

- Support in office management and organisational tasks

Your Profile

- Commercial basic training, professional experience ideally in the financial environment; Bachelor with a business focus is an advantage

- Strong IT affinity and networked thinking; confident handling of Microsoft 365 and other applications

- Fluent German and good understanding of Swiss German; good English skills for occasional needs

- Structured, reliable working style with high quality standards - and the ambition to help shape rather than just execute

What Awaits You

- SME instead of corporation: flat hierarchies, short decision-making paths

- A broader range of tasks than at a bank with fixed structures - with real scope for design

- A professional, collegial and appreciative environment with many long-standing employees

- Development opportunities and room for initiative

- Modern office premises in a central location, advantageous employment conditions and a very good pension scheme

Interested?

Then I look forward to receiving your documents. Absolute discretion is of course guaranteed.

Marc Thurner · Extendis AG · Bleicherweg 10 · 8002 Zurich